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DAA — New Recommendation For October 2017

There is one change 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
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Sector Rotation - October 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
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No Changes to Stock or Bond Upgrading for October

There are no changes to Stock or Bond Upgrading this month.
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A Strategy for Minimizing Your Losses During the Next Bear Market

As an investor, what do you fear the most? Few things stir our emotions more, financially speaking, than experiencing a historically powerful bear market (such as the one that ran from late 2007 to early 2009). The fear
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A Primer on Selling One Mutual Fund and Buying Another

Most of SMI’s strategies are built on the idea of being invested in funds that are current outperformers. Funds whose momentum is waning must be sold and replaced with others that are showing superior strength at
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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
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Calculating Your Personal ‘Great Recession’ Loss

We had an excellent question come in via the MoneyGuidePro® section of the SMI Forums recently, and I wanted to address it here to put it in front of a wider audience. It's central to effectively following the instructions
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DAA — New Recommendation For September 2017

There is one change to the DAA lineup for September. 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 — Too Close To Call

Gold's strong finish to August — and strong advance today — has tightened the race for the last slot in DAA's recommended lineup.
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Sector Rotation - September 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