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DAA – October 2020 Update

There are no changes to the DAA lineup for October. 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 preventing)
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Sector Rotation – October 2020 Update

There is no change to the official SR recommendation for October. 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 October 2020

We're recommending one fund change for October — in the Small/Value category.
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Dynamic Asset Allocation Was Made for Years Like This

This year has provided long-term investors with a healthy reminder that “the race is not to the swift.”
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Pop?

Over the last three trading days (Thursday, Friday, Tuesday), the tech-driven Nasdaq stock index had its most dramatic selloff since March. I believe I saw somewhere that it was the fastest plunge from an all-time high to
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DAA – New Recommendation for September 2020

There is one change to the DAA lineup for September. 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 – September 2020 Update

There is no change to the official SR recommendation for September. 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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No Changes to Stock or Bond Upgrading for September 2020

There are no changes to Stock or Bond Upgrading this month.
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Diversification: The Only Free Lunch in Investing

Want to be invested in the market’s top-performing segment at all times, without taking on too much risk? Here’s how.
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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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