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Sector Rotation – New Recommendation for April 2020

There is a new Sector Rotation fund being recommended for April. 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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SR Update Coming Tomorrow

We're waiting until tomorrow morning to post the SR update.
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DAA – April 2020 Update

There are no changes to the DAA lineup for April. 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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Can a Bear Be Your Friend?

A bear market isn't much fun. But there are different ways to respond to a bear. If you're still in the prime accumulation phase of your investing life, a bear market is your friend. Really. A quote in the current issue
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Stock Upgrading – New Fund Recommendations for April 2020

The bear market has triggered SMI’s Upgrading 2.0 defensive protocols, so this month's fund recommendations are different than usual. 
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Aren’t Bonds Supposed to Be Safe?

Many investors were surprised to see long-term bonds fall alongside stocks on the most volatile days in March. Here is why that happened, and why a bond rebound seems likely.
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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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Why Isn’t Gold Glittering?

In tumultuous times, gold typically assumes the role of a safe haven. This time, not so much. Or perhaps we should say, "Not yet." As you may know, gold enjoyed a strong run-up the weeks and months before the pandemic.
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Bear Alert & Market Update

SMI's Bear Alert indicator officially triggered this past Friday. That simply means the S&P 500 put in its first weekly (Friday) close at a level more than -15% below the prior high.
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Current Status of Upgrading 2.0

In light of the unprecedented market action of the past few weeks, here is an update on the status of our main actively managed strategies.
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