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Tools and Tips for Finding Alternative Upgrading Funds

In an investing world that was fully SMI friendly, members who follow the Fund Upgrading strategy would be able to invest in any fund we recommend.  Unfortunately, that's not the way things are for many Upgraders,
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DAA – New Recommendation for January 2021

There is one change 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 2021 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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SMI’s Posting and Publishing Calendar for 2021

Happy 4th day of Christmas! We hope your Christmas season continues to be filled with cheer and blessings. We suspect many SMI readers use this week leading up to New Year's Day to plan for the year ahead. To help, here's
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Stock Upgrading – New Fund Recommendations for January 2021

Stock Upgrading is a mechanical strategy that involves owning mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest method of
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Fund Upgrading Gets Upgraded: Adapting to an Ever-Changing Market Landscape

We’re making significant changes to SMI’s Fund Upgrading strategy. And we’re confident those changes will pay off — both in better returns and easier maintenance.
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Adding Commodities to SMI’s Fund Upgrading Portfolio

Commodities can play a valuable role in diversifying a portfolio. That makes them an attractive addition to a stock/bond-oriented portfolio such as Fund Upgrading. 
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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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DAA – New Recommendation for December 2020

There is one change 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 2020 Update

There is no change 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 other
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