Home >Articles

Category: SMI Strategies

Would You Abandon A Perfect Investing Strategy?

We read a ton of stuff in our quest to stay on top of the financial/investing world for you. As such, it's fairly rare that we see information presented that has much of a "new/wow" factor to it. But the following is
Continue Reading

The Question For Investors

For investors who follow market news closely, there always seems to be something to worry about. Today, there’s frequent chatter about elevated P/E ratios and impending rate hikes, concern about how much longer the aging
Continue Reading

The Changing ETF Landscape: Lower Fees, Different Alternatives

There’s good news for investors. ETF transaction fees continue to fall. Fidelity started the latest fee war, dropping their commissions on ETFs (and stocks) from $7.95 to $4.95. Schwab quickly matched Fidelity and then TD
Continue Reading

DAA — March 2017 Update

There are no changes to the DAA lineup for March. 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 - March 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

New Upgrading Recommendation

As promised yesterday, here is the new fund recommendation for SMI's Large/Value stock risk category.
Continue Reading

Stock Upgrading Special Alert: Urgent

In a highly unusual situation, we are pulling today's recommendation of Fairholme (FAIRX).
Continue Reading

Stock Upgrading — New Fund Recommendations for March 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
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

DAA — February 2017 Update

There are no changes to the DAA lineup for February. 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