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Spinning Our Wheels?

Following last week's changes to Sector Rotation and Dynamic Asset Allocation, I received the following email. There are likely other readers with similar questions and thoughts, so I thought I'd respond here for the
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DAA – New Recommendations for June 2019

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

Not sure what it is about May, but for the first time since last May 31 (2018), the numbers are close enough today that we're not going to be able to make a definitive call regarding DAA before the close of trading.
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Sector Rotation - New Recommendation for June 2019

There is a new Sector Rotation fund being recommended for June. 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 other
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Stock Upgrading – New Fund Recommendations for June 2019

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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Qualities to Look for in a Financial Advisor

Many do-it-yourself investors eventually reach a point where they need or want a financial advisor. Here's how to find a good fit for you.
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An Upgrading Overview: Easy as 1-2-3

Our investing strategy known as Fund Upgrading is based on the idea that if you are willing to monitor your mutual-fund holdings and replace laggards periodically, you can improve your returns.
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Vanguard Announces Policy Change Unfriendly to Sector Rotation and 50/40/10 Investors

[We originally posted this article in mid-January when Vanguard announced a new policy limiting the availability of leveraged funds. In light of May's new SR recommendation — the first Sector Rotation change since
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DAA – May 2019 Update

There are no changes to the DAA lineup for May. 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 - New Recommendation for May 2019

There is a new Sector Rotation fund being recommended for May. 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 other
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