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Bond Upgrading — New Fund Recommendation for February 2019

The new SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio.
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SMI Introduces Multiply: A Biblical Guide to Investing

Many SMI members have asked us to create materials suitable for a small group or Sunday School class. Done! Our new four-part video-based study equips people with the knowledge, confidence, and biblical foundation to
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After January Rebound, What’s the Market’s Current Status?

The stock market has bounced back quite a bit from its recent sharp decline. Even so, SMI’s defensive systems are flashing warning lights. Here's why.
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4th Quarter Report: Market Weakness Triggers Defensive Actions

December's swoon nearly plunged the market into "bear-market" territory. It’s important to understand what happened — and how SMI's process objectively monitors the market’s trend as it
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The High Cost of Fear

Unwarranted fear is a dangerous investing enemy, prompting you to make decisions that hurt your portfolio. Learning to recognize and resist unwarranted fear will help you become a successful long-term
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An Upgrading Overview: Easy as 1-2-3

Why Upgrade? SMI offers two primary investing strategies for “basic” members. They are different in philosophy, the amount of attention they require, and the rate of return expected from each. Our preferred investing
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Money Roundup: Whether the Bucket Approach Destroys Wealth, What Will Set You Apart as an Investor, and More

Some of the best recent investing and personal finance articles from around the web.
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SMI on the Radio: The Role of Bonds in Your Portfolio (audio and transcript)

Compared to stocks, bonds can seem rather dull and uninteresting. But bonds can play an important role in your portfolio, as SMI executive editor Mark Biller explained yesterday on Moody Radio's MoneyWise Live. He also
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Roundup: The Man Who Revolutionized Investing, Diversification’s Great Track Record, and More

Here's our weekly collection of interesting articles on investing, personal finance, and stewardship. Grab a mid-winter cup of hot cocoa and settle in!
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History Indicates What Comes Next

As a follow-up to my post from yesterday, Significant Market Test Ahead, I want to highlight a few things from an excellent article by Bryce Coward, CFA, titled, What Does a Typical Counter-Trend Rally Look Like After a
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