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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 3-31-21

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through March 31, 2021. • The Tracker: SMI's fund-performance database tracks the monthly returns of more than
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DAA – April 2021 Update

There are no official changes to the DAA lineup for April. However, you may want to read on for an update on the two optional refinements discussed in the April issue of SMI. DAA is a core portfolio strategy designed to
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Sector Rotation – April 2021 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 Upgrading – New Fund Recommendation for April 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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Two Ideas to Boost DAA’s Upside

SMI’s Dynamic Asset Allocation strategy minimizes losses during bear markets but tends to lag during bull markets. These two optional enhancements that may improve DAA’s bull-market
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Digging Into the Upgrading Back-Tested Numbers

I'm going to put a disclaimer here at the top of this article. What follows is a deep dive into the backtested data that informed the changes we made to Stock Upgrading at the beginning of 2021. We don't feel it's
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Stock Upgrading – New Fund Recommendations for March 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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Bond Upgrading – New Fund Recommendation for March 2021

SMI Bond Upgrading involves investing half of the bond portfolio in two “core” funds that are permanent holdings. These two funds provide stability to the portfolio. The other half of the bond portfolio is invested in a
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IVOL: Profiting From Rising Interest Rates

A bond fund designed to excel in a time of rising interest rates? There is one. And if you have a bond-heavy portfolio, this ETF might be a great diversifier.
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DAA – New Recommendation for March 2021

There is one change to the DAA lineup for March. 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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