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Is the Bear Here?

I wanted to briefly touch base with everyone following this nasty week in the markets.
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Strategy Update for January

Each month, Mark Biller provides a half-hour (or so) video update for those who invest with SMI Private Client — the separate but affiliated business of SMI Advisory Services that manages individual portfolios. (SMI
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 12-31-21

We've updated SMI's online Personal Portfolio Tracker with performance data through Dec. 31, 2021, and we've posted the January edition of our monthly Fund Performance Rankings (FPR). If you're new to the Tracker and FPR,
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SMI’s Posting & Publishing Calendar for 2022

As a new year gets underway, we thought you might like an overview of SMI's publication days/dates for the months ahead. So here goes!
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Stock Upgrading — New Guidance for January 2022

Our Stock Upgrading update earlier this month indicated we needed to keep a close eye on our commodities position through the end of December.
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DAA – New Recommendation for January 2022

There is one change to the DAA lineup for January. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in some of a bull market’s gains while minimizing (or even preventing)
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Sector Rotation – January 2022 Update

There is no change 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 other
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Stock Upgrading – New Fund Recommendations for January 2022

Stock Upgrading is a mechanical strategy that involves owning traditional mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest
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Winds of Change Are Blowing: Casting a Wary Eye on 2022

The Fed is poised to tighten monetary policy despite a (likely) slowing economy. Plus we’re approaching a political cycle that’s rattled the markets in the past.
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SMI’s 2022 Rebalancing Guide

Rebalancing is like pressing a reset button that restores your portfolio to its original targets. January is a great time for that reset to occur.
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