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DAA – January 2018 Update

There are no changes to the DAA lineup for January. Read on for the full details. DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains while minimizing (or even
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Sector Rotation – January 2018 Update

There is no change being made to the official SR recommendation for January. Read on for the details. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's
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SMI’s Fund Upgrading Strategy Evolves: Introducing Upgrading 2.0

The lack of true downside protection has long been a concern for those using SMI’s Fund Upgrading strategy. Fortunately, recent developments in the study of momentum have laid the foundation for a new defensive protocol
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No Changes to Stock or Bond Upgrading for January

There are no changes to Stock or Bond Upgrading this month. However, there is a very significant change being made to the Upgrading strategy this month. Be sure to read SMI’s Fund Upgrading Strategy Evolves: Introducing
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SMI’s 2018 Rebalancing Guide

As we discuss how to rebalance to your ideal portfolio allocation for 2018, remember that the most important characteristic of your portfolio — the factor that influences the performance of your portfolio more than any
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6 Steps to Creating a Long-Term Investing Plan

In light of James 4:13-14, some Christians feel uneasy about engaging in long-term financial planning: “Come now, you who say, ‘Today or tomorrow we will go to such and such a city, and spend a year there and engage in
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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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Using the Tracker to Implement a Custom Version of Just-the-Basics

Recently, we looked at the investment options that an SMI member we’ll call Betty has access to within her health savings account (HSA) and demonstrated how she could use the Personal Portfolio Tracker to implement a
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DAA — December 2017 Update

There are no changes to the DAA lineup for December. Read on for the full details. DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains while minimizing (or even
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Sector Rotation - December 2017 Update

There is no change being made to the official SR recommendation for December. Read on for the details. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's
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