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Pressure Signs Are Mounting

Prior to last week, one of the things that had stood out to me about this year's market correction was how orderly it had been. Despite a significant war being added on top of what was already a substantial decline,
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Strategy Update for March

Each month, Mark Biller provides a roughly half-hour video update for those who invest with SMI Private Client — the separate but affiliated business of SMI Advisory Services that manages individual portfolios. (SMI
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DAA – New Recommendation for March 2022

There is one change to the DAA lineup for March. 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 – March 2022 Update

There is no change to the official SR recommendation for March. 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 March 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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Energy Surge: Updating SMI’s Commodities Thinking in Light of a Falling Stock Market

Despite strong performance in recent months, commodities remain reasonably priced. And they've rarely been as attractive relative to stocks as they are today.
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Which of SMI’s Portfolio Strategies Best Fits Your Personal Situation?

You're more likely to progress financially if you invest according to a time-tested strategy. Here's what you need to know to choose an approach that's right for you. 
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 1-31-22

We've updated SMI's online Personal Portfolio Tracker with performance data through Jan. 31, 2022, and we've posted the February edition of our monthly Fund Performance Rankings (FPR). If you're new to the Tracker and
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DAA – New Recommendation for February 2022

There is one change to the DAA lineup for February, and we are also changing one of the optional refinements. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in some of a
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Sector Rotation – New Recommendation for February 2022

There is a new Sector Rotation fund being recommended 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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