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News Events and Your Portfolio

Big political/geopolitical news events sometimes cause investors to get shaky nerves. But such events are rarely a good reason to change your portfolio.
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SMI’s 2020 Rebalancing Guide

Even without intentional changes, a diversified portfolio will stray from its initial percentage allocations as some investments perform better than others. The beginning of the year a good time to
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Two Types of Risk

When thinking about how much risk to take to reach your retirement-planning goals, don't focus solely on average expected returns. Consider the full range of past market outcomes, some of which have been
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The Best Way to Invest a New Lump Sum

A common question SMI has fielded over the past 30 years is what is the best way for a person to invest a new lump sum amount. Specifically, what most people are wondering is whether it's better to invest it all at once,
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Plugging the Holes in Your Portfolio

There are three primary reasons why investors don't get the returns they expect from their portfolios. I'm not talking about when a person makes poor investing choices out of ignorance, or when a portfolio simply
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Small-Company Stocks Have Been Causing Problems in SMI Strategies

The market can swing from favoring one category of stocks to another, often with little explanation. And sometimes it can stay "swung" in a particular direction for quite a while.
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“Not QE” Has Changed the Market’s Trend

Stocks have posted six straight weeks of higher prices, pushing the S&P 500 Index above its long-term trend-line and breaking through the pattern of the past two years where significant new highs were inevitably met within
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“Fully Invested Bears”

New SMI members are sometimes confused by an apparent disconnect between what our articles seem to be saying and what our investment portfolios are actually doing. This typically happens because all of SMI's portfolios
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SMI on the Radio: What if You Could Time the Market Perfectly? (audio and transcript)

It's risky to try to time the market. And even you could do it perfectly (which you can't!) the upside isn't as great as you might think, as SMI executive editor Mark Biller explained yesterday on Moody Radio's MoneyWise
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What Did You Expect?

Successful investing is largely about managing expectations. How else to explain the fact that the Great Recession of 2008 took out many investors — perhaps permanently? According to Gallup, in April, 2007, 65% of U.S.
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