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DAA – October 2019 Update

There are no changes to the DAA lineup for October. 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 – New Recommendation for October 2019

There is a new Sector Rotation fund being recommended for October. 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 October 2019

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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The Surprisingly Small Benefit of Perfect Market Timing

Becoming a consistent month-after-month investor (which anyone can do!) likely will contribute more to your long-term success than trying to time the market (which few can do well).
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DAA and Investing in Real Estate

SMI's approach to real estate investing doesn’t invest in real estate directly. Instead, we achieve broad diversification (at minimal cost) by investing in a fund that holds the stocks of “real estate investment
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An Upgrading Overview: Easy as 1-2-3

Our investing strategy known as Fund Upgrading is based on the idea that if you are willing to monitor your mutual-fund holdings and replace laggards periodically, you can improve your returns.
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Are Value Stocks Staging a Comeback?

As we have noted in previous articles and posts, growth stocks (on the whole) have have been outperforming value stocks for more than a decade. (Definitions of "growth" and "value" are imprecise but, generally speaking,
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Is Indexing the New Subprime Crisis?

The rise of passive investing, or "indexing," has been going on since the first index funds were introduced back in the 1970s. But the bull market that began a decade ago in 2009 has really kicked the indexing trend into
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DAA – New Recommendations for September 2019

There is one change to the DAA lineup for September. 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 – September 2019 Update

There is no change to the official SR recommendation for September. 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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