Home >Articles

Category: SMI Strategies

Stock Upgrading Special Alert: Urgent

In a highly unusual situation, we are pulling today's recommendation of Fairholme (FAIRX).
Continue Reading

Stock Upgrading — New Fund Recommendations for March 2017

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

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
Continue Reading

DAA — February 2017 Update

There are no changes to the DAA lineup for February. 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 - February 2017 Update

Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other strategies, it has generated especially impressive long-term returns, as discussed in Sector
Continue Reading

2016 Year In Review: Final Gains Mask an Emotionally Trying Year

When investors look back on 2016 a few years from now, they’ll see solid investment returns from most asset classes. But as is often the case, the story of the trying year that produced those gains will largely be
Continue Reading

A Helpful DAA Visual

As the old saying goes, a picture is worth a thousand words. One of my SMI Advisory partners came up with the following chart, which helps visually convey some of the important Dynamic Asset Allocation principles we've
Continue Reading

DAA — New Recommendations For January 2017 (Part 2)

There is a second change to make to DAA 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
Continue Reading

DAA — New Recommendations For January 2017 (Part 1)

There is one "for sure" change to make to DAA for January. There is also a good chance of a second change that will be announced later this afternoon. Read on for the full details. DAA is a core portfolio strategy that is
Continue Reading

Sector Rotation - January 2017 Update

Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other strategies, it has generated especially impressive long-term returns, as discussed in Sector
Continue Reading