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We Interrupt This Bull Market to Remind You…

These are heady times for stock investors. Today's one-year election anniversary marks a robust 28.5% gain for the Dow Jones Industrial Average over that time. Even more remarkable, SMI's Sector Rotation is up a stunning
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How TDA Changes Impact Dynamic Asset Allocation and Just-the-Basics Investors

TD Ameritrade recently announced significant changes to its lineup of no transaction fee (NTF) exchange-traded funds. These changes have implications for SMI members who follow our Dynamic Asset Allocation or
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DAA — November 2017 Update

There are no changes to the DAA lineup for November. 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 - November 2017 Update

Sector Rotation gained another 14.5% in October. It has now earned a remarkable 74% over the past year! Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than
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Falling Stars

The Wall Street Journal created a stir with its takedown last week of research firm Morningstar's "star ratings" system for mutual funds. From the article, titled "The Morningstar Mirage" (behind paywall, but if you're
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Stock Upgrading - New Fund Recommendations for November 2017

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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3rd Quarter Report: Let the Good Times Roll

The financial markets continued their uninterrupted march higher throughout the third quarter, with both stocks and bonds adding healthy gains. Foreign markets were again the strongest performers, but domestic stocks also
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A Work-Life, Well Spent

Many books have been written about how to handle finances, but few go beyond the nuts and bolts of managing money and making more money. Yet when families weigh how their money can best be used, they need an eternal
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Will the Bear’s Bite Be Especially Painful for Passive Investors?

Managing expectations is a crucial aspect of successful investing. With today’s long-running bull market having proven its resilience in the face of political, economic, and virtually every other type of threat over the
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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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