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Strategy Update for June (video)

Once a month, Mark Biller provides a half-hour video update for those who invest with SMI Private Client. (Private Client is separate from the SMI newsletter but it is an affiliated business.) The SMI newsletter is
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Stock Upgrading – New Fund Recommendations for July 2022

Stock Upgrading is a mechanical strategy that involves owning traditional mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest
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DAA – New Fund Recommendation for July 2022

We are taking the unusual step of making a mid-month change in DAA. 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
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Earning the Right to Stay Calm

I'm going to keep it short and sweet today, as the market throws its first really big punch of this bear market.
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Systems vs. Predictions

Last week, SMI published How SMI’s Process Helps Investors Buy Low and Sell High, which focused on how our momentum-driven, trend-following strategies handle the market's big bull/bear turning points. One of the big ideas
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Momentum and the Market Cycle

The engine that drives SMI's main strategies (Fund Upgrading, Dynamic Asset Allocation, and Sector Rotation) is momentum, a deceptively simple metric premised on the well-researched idea that an investment's recent past
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DAA – June 2022 Update

There are no changes to DAA for June. 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) losses during
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Sector Rotation – June 2022 Update

There is no change to the official SR recommendation for June. 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 Recommendation for June 2022

We have one recommended fund change for June — in Upgrading's Small Company category.
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How SMI’s Process Helps Investors Buy Low and Sell High

SMI's active strategies are built on the principles of trend-following and momentum. Here’s how our process works, both in theory and in practice.
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