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Investing in an Over-Extended Bull Market

It's a classic dilemma and one that investors spend a surprisingly large amount of time dealing with: how to invest when the data seem to suggest the market is "late" in a bull market cycle?
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DAA – August 2018 Update

There are no changes to the DAA lineup for August. 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 – August 2018 Update

There is no change being made to the official SR recommendation for August. 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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New Momentum Research

As you probably know, most of SMI's investing strategies take advantage of the observable market phenomenon known as momentum. Momentum — or "performance persistence" — is just what it sounds like. It means an investment
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Stock Upgrading – New Fund Recommendations for August 2018

Our most aggressive core strategy, Stock Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk
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2nd Quarter Report: Stocks Climb the Wall of Worry

After spending the first quarter of 2018 worrying about the return of inflation and volatility, investors found a new concern to obsess over in the second quarter: the possibility of a global trade war. But unlike
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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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Don’t Just Do Something, Stand There!

I'm not a soccer fan, but I'm also not one to miss the opportunity to work a sports reference into an SMI article. So in light of this weekend's World Cup finale, which France won by defeating Croatia 4-2, I'm reminded of
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DAA – New Recommendation for July 2018

There is one change to the DAA lineup for July. 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 – July 2018 Update

There is no change being made to the official SR recommendation for July. 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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