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DAA – New Recommendations for February 2019

There is one change to the DAA lineup for February. 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 – February 2019 Update

There is no change to the official SR recommendation for February. 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 February 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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Bond Upgrading — New Fund Recommendation for February 2019

The new SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio.
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After January Rebound, What’s the Market’s Current Status?

The stock market has bounced back quite a bit from its recent sharp decline. Even so, SMI’s defensive systems are flashing warning lights. Here's why.
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4th Quarter Report: Market Weakness Triggers Defensive Actions

December's swoon nearly plunged the market into "bear-market" territory. It’s important to understand what happened — and how SMI's process objectively monitors the market’s trend as it
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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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History Indicates What Comes Next

As a follow-up to my post from yesterday, Significant Market Test Ahead, I want to highlight a few things from an excellent article by Bryce Coward, CFA, titled, What Does a Typical Counter-Trend Rally Look Like After a
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Vanguard Announces Policy Change Unfriendly to Sector Rotation and 50/40/10 Investors

Vanguard's decision last summer to adopt a largely no-fee model for exchange-traded funds (ETFs) was welcome news for SMI Upgraders, as well as for Vanguard account holders following our premium-level Dynamic Asset
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DAA – New Recommendations for January 2019

There are two changes to the DAA lineup for January. 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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