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DAA – December 2018 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 2018 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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Stock Upgrading – New Fund Recommendations for December 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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Parking Your Brokerage-Account Cash in a Money-Market Fund

When SMI has written about managing cash, typically it’s been in the context of building a savings reserve via a bank-based savings account. We haven’t focused much on the cash-management options within brokerage accounts
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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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Upgrading 2.0 Historical Timing

October's market slide created some pretty significant investor anxiety. While that has faded as the market has rebounded, Monday's nearly 2% drop served as a reminder that we're not necessarily out of the woods
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DAA – November 2018 Update

There are no changes to the DAA lineup for November. 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
Continue Reading

Sector Rotation – November 2018 Update

There is no change being made to the official SR recommendation for November. 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
Continue Reading

Bond Upgrading – New Fund Recommendation for November 2018

The 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. The
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Stock Upgrading – New Fund Recommendations for November 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
Continue Reading