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Sector Rotation – New Recommendation for August 2021

There is a new Sector Rotation fund being recommended for August. We are also making a significant change to the SR process this month. Read on for the details. Sector Rotation is a high-risk/high-volatility strategy.
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DAA – August 2021 Update

There are no official changes to the DAA lineup for August — however, we are changing the optional fund refinement. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in some
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Sector Rotation — Waiting for Final End-of-July Rankings

As I noted in the mid-year review earlier this week, we've had SR under the microscope in the SMI Lab recently.
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Stock Upgrading – New Fund Recommendations for August 2021

Stock Upgrading is a mechanical strategy that involves owning mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest method of
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Mid-Year Review: Strong First Half Ends With Market Transition

Economic growth remains strong and the broad stock market is near an all-time high, and yet we are clearly seeing a market in transition.
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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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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 6-30-21

We've just updated SMI's Personal Portfolio Tracker with performance data through June 30, 2021, and we've posted a new edition of our monthly Fund Performance Rankings (FPR) as well. New to the Tracker and FPR? Here's an
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DAA – July 2021 Update

There are no official changes to the DAA lineup for July. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even
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Sector Rotation – July 2021 Update

There is no change to the official SR recommendation for July. 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 – Updated Fund Recommendation for July 2021

We have one fund change this month — in Stock Upgrading's “Situational” category
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