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More Great News for Sector Rotation Investors

SMI's Sector Rotation strategy, available to Premium members, continues to post remarkable returns — up 24% over the first five months of the year, and up more than 40% since we recommended our current SR fund last
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DAA — New Recommendation For June 2017

There is one change to make to DAA 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 — Preliminary June Info

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 preventing) losses during bear markets. The strategy involves using exchange-traded
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Sector Rotation - June 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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Stock Upgrading — New Fund Recommendations for June 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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Upgrading In Your 401(k) Plan When Your Options Are Limited — A Guidestone Case Study

What’s an SMI member with a bad 401(k) plan to do? In this case, “bad,” means a plan with limited investment options. SMI’s Personal Portfolio Tracker, available to both Basic and Premium members, was designed with that
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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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DAA — New Recommendation For May 2017

There is one change to make to DAA 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 preventing)
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Sector Rotation - May 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

Stock Upgrading — New Fund Recommendations for May 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