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Behind the Scenes of a Strong Year for SMI’s Strategies

We've been busily working on the November newsletter, and as part of that, I've been pulling together the quarterly "report card" that we regularly run to update members on the performance of the various SMI strategies. I
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SMI on the Radio: How to Win the ‘Emotional Battle’ of Investing

Emotion-driven decisions during a market downturn can harm your long-term financial health. Preparing mentally before the market drops can help you keep your emotions in check — as SMI Executive Editor Mark Biller
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Least Volatile Year On Record? Almost.

SMI has frequently discussed what "normal" market volatility looks like. Typically this takes the form of quoting statistics regarding the market averaging a 10% correction roughly once per year, and so on. We feel like
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A Strategy for Minimizing Your Losses During the Next Bear Market

As an investor, what do you fear the most? Few things stir our emotions more, financially speaking, than experiencing a historically powerful bear market (such as the one that ran from late 2007 to early 2009). The fear
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The Guardrails of Diversification

This Level 3 “Broadening Your Portfolio” column frequently deals with specific investments you can add in an effort to increase diversification. But occasionally it’s good to pull back and take a wider view: establishing
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Calculating Your Personal ‘Great Recession’ Loss

We had an excellent question come in via the MoneyGuidePro® section of the SMI Forums recently, and I wanted to address it here to put it in front of a wider audience. It's central to effectively following the instructions
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Small Investors More Bullish Than at Any Time Since 2000

We've been pointing out for some time that stocks are trading at extremely elevated prices — by some measures, they've only been more expensive at the peak of the dot-com bubble. But we've also noted that stock valuations
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Facing Your Fears: Modeling the Impact of a Significant Bear Market on Your Financial Plan

Investors have enjoyed a powerful bull market over the past 8½ years. But they also carry the emotional scars of the steep declines of 2000 and 2008. With stock valuations currently stretched to
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Are You Being Diligent?

While there are reasons to be concerned about the health of the eight-plus-year-old bull market (historically high valuations, Federal Reserve tightening, and an economy performing below expectations), there are also
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Think Large Stocks Are Expensive? Small Stocks Are Even Worse.

Much has been written about the S&P 500's valuation and how, by some measures like CAPE, this index of large-company stocks has only been more expensive historically in the periods immediately prior to the 1929 and 2000
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