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DAA — August 2017 Update

There are no changes to the DAA lineup for August. 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 - August 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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Diversifying Abroad: A Primer on International Investing

The United States of America remains the center of the investing universe, but trends set in motion long ago seem certain to diminish its prominence in the decades ahead. As the 21st century unfolds, other nations and
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2nd Quarter Report: SMI’s Strategies Post Strong Gains

The financial markets were robust across the board during the second quarter, as stocks and bonds alike responded to the “Goldilocks” combination of economic growth being “not too hot and not too cold, but just right.”
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Growth/Value Performance Rotation

In pulling together data for the upcoming strategy report card to be published in the August issue of SMI, I noticed some interesting details about the performance rotation between the various Upgrading fund categories.
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Baseball, Hot Dogs, Apple Pie, and…Investing?

With Major League Baseball's "Midsummer Classic" (i.e.,  the annual All-Star Game) being played tonight, I was reminded of a fascinating Prager University video commentary I saw a few months ago by columnist George Will.
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Why Momentum Investors Should Hang In There

Most of SMI's investing strategies are built on the principle of momentum. Simply put, momentum is the idea that investments which are currently performing well tend to continue performing well, at least in the short-term.
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DAA — New Recommendation For July 2017

There is one change to make to DAA for July. 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 - July 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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Bond Upgrading — New Fund Recommendation for July 2017

The SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio. The
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