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Corrections vs. Bear Markets

SMI has always believed that helping investors form realistic expectations is important to their long-term success. That's because investing success is primarily driven by controlling one's emotions, and knowing what's
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SMI’s Posting and Publishing Calendar

Almost all publications have some kind of "editorial calendar" that lists (among other things) the dates by which various articles and other items are to be prepared, proofed, and published. Readers, of course, are most
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Annual Seasonality Sell Signal Triggered – Spring 2018

Well, this certainly isn't an "ideal" sell signal for the annual seasonality system. Ideally, the market is performing well coming into the last of the "six best months" of the year: November-April. Then as the market
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DAA – April 2018 Update

There are no changes to the DAA lineup for April. 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 – April 2018 Update

There is no change being made 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
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Stock Upgrading – New Fund Recommendations for April 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
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Higher Returns With Less Risk, Re-Examined

Over the past 25 years, SMI has developed multiple investing strategies, each with its own strengths, weaknesses, and attractive track record. An investor can use any of these strategies independently, of course, but
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An Unfavorable Election Cycle Is Close at Hand

One of the more interesting historical stock-market patterns is commonly referred to as “annual seasonality.” The main idea is that each year contains a six-month period which has been “favorable” for stocks (November
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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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Growth/Value Disparity Highlights Importance of Upgrading

Barron's reported in its March 19 issue on the widening disparity between growth and value mutual funds (unfortunately, the article is available for subscribers only). On one side are value managers who can't justify the
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