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DAA – New Recommendations for April 2019

There is one change to the DAA lineup for April. Read on for the full details. Dynamic Asset Allocation is a core portfolio strategy designed to help SMI readers share in some of a bull market’s gains while minimizing (or
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Sector Rotation – April 2019 Update

There is no change to the official SR recommendation for April. 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 and Bond Upgrading Update for April

Changes to Stock & Bond Upgrading for April are as follows:
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Two Types of Asset Allocation

How you divide your money among types of investments is your most important investing decision. We explain how SMI's strategies handle this key step in the investing process.
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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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Upgrading 2.0 Q&A

The SMI Member Forum is a great place to get questions answered and interact with other SMI members. Lately, there's been some good conversation about Upgrading 2.0, along with some requests for SMI staff to weigh in. So
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The Best Broker for a Small Portfolio

The “race to the bottom” among brokers has provided investors with an environment of tiny fees and low minimum-investment requirements. In short, it’s never been easier to get
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Active Management Due For a Rebound

During a bull market, "active" strategies can be frustrating when they trail "passive" index investing. But active approaches can be worth their weight in gold when a bear market arrives.
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Check Out Our New Portfolio Tracker Tutorial Videos

We've produced three short videos to introduce you to the Personal Portfolio Tracker, our online tool that can help you apply SMI's Fund Upgrading strategy to your workplace retirement plan. Take a
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The Bull Market’s 10th Birthday— Maybe

Today is the 10th anniversary of the lowest point of the Financial Crisis bear market. On March 6, 2009, the S&P 500 index hit its (symbolic!) intra-day low of 666. Its lowest close would come a few days later, but
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