Home >Articles

Category: SMI Strategies

Bond Market “Regime Change”

In SMI's October cover article, The Role of SMI’s Dynamic Asset Allocation Strategy in Light of Current Market Dynamics, we revisited the concern that led to the research/creation of DAA:
Continue Reading

Context for an Ugly October

If you've been tuned into the market's ugly recent slide, it's probably hard to believe that just three weeks ago the market was setting new all-time highs. This downturn has been sudden and painful, but isn't particularly
Continue Reading

It’s Complicated (in Some Cases): Finding a Suitable Money-Market Fund [UPDATED]

[This post has been updated with newly discovered information about low-cost MMF options at TD Ameritrade. See section below marked "UPDATE."] Upgrading 2.0, unveiled in our January issue, added a risk-management function
Continue Reading

3 Reasons SMI Is Banging the Bear Market Drum

SMI has increasingly emphasized caution as this year has progressed, with the latest examples being our October cover article on Dynamic Asset Allocation and Matt's Voices of Reason, Reasons for Caution post Monday. Seems
Continue Reading

DAA – October 2018 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
Continue Reading

Sector Rotation – October 2018 Update

There is no change being made to the official SR recommendation 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
Continue Reading

Stock Upgrading – New Fund Recommendations for October 2018

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

The Role of SMI’s Dynamic Asset Allocation Strategy in Light of Current Market Dynamics

It’s been nearly six years since SMI launched the Dynamic Asset Allocation strategy (DAA). It’s understandable why some investors have been disappointed with its recent performance relative to the U.S.
Continue Reading

Funding a Retirement Nest Egg – Before Graduating From High School

What if your kids could have their retirement significantly funded before they graduated from high school? An impossible dream? Maybe not.
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