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New Year, Same Concerns About This Market

If I had to write everything I think I understand about stock market cycles on an index card, this would be it:
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Is This a Good Market? Please Don’t Ask!

Peter Lynch became an investing legend managing Fidelity’s Magellan Fund during the 1980s, chalking up average gains of +28.5% per year for the entire decade. His 1989 book, One Up on Wall Street, became an instant
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Rebalancing Your Portfolio For The New Year

An “asset class” is a broad category of investments that tend to have similar risk characteristics and respond similarly to market forces. The most common classes are stocks, bonds, real estate, commodities, and cash
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Successful Stock-Fund Upgrading Requires Owning Only 5 Funds

SMI’s Fund Upgrading strategy diversifies your portfolio across five stock categories. Within each category, we recommend three fund options. If you wish, you can invest in all three funds in each category. However, we
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Profiting from Monthly “Seasonality” in the Stock Market

Here’s some research that should get your attention. Assume two $1,000 portfolios—which we’ll call the Green and the Red—were started in January 1927. Although the market is open, on average, about 21 days each month, the
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Annual Seasonality Buy Signal Triggered - Fall 2016

This post has the potential to be confusing, especially for newer readers. So let me begin by saying that if you don't know what the term "annual seasonality" means, you can safely ignore everything written here. For
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Remembering The Crash of 1987

Today is the anniversary of one of Wall Street's darkest days — Black Monday, October 19, 1987. It's hard to fully convey the extent of the damage: a 22.6% single-day drop, equivalent to over 4,000 Dow points today.
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How To Prepare Your Portfolio for the Coming Elections

Here's some good news about the market! Based on market history, the market dropping in October is nothing to worry about. It's merely setting itself up for a possibly monster year-end rally. That's the word from Mark
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Could All This Bad News Be Good News?

One of the harder concepts for newer investors to understand is the idea that the stock market is often best interpreted using "contrary" indicators. This means that when the bulk of the news is bad, that's often a
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Stock Indexes: Taking the Measure of the Market

One of the simplest portfolios to assemble is one that seeks to match the performance of the stock market (as opposed to one that attempts to “beat the market”). Index funds, such as those used in SMI’s Just-the-Basics
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