Home >Articles

Articles

Stock Upgrading – New Fund Recommendations for February 2019

Our most aggressive core strategy, Stock Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk
Continue Reading

Bond Upgrading — New Fund Recommendation for February 2019

The new SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio.
Continue Reading

SMI Introduces Multiply: A Biblical Guide to Investing

Many SMI members have asked us to create materials suitable for a small group or Sunday School class. Done! Our new four-part video-based study equips people with the knowledge, confidence, and biblical foundation to
Continue Reading

After January Rebound, What’s the Market’s Current Status?

The stock market has bounced back quite a bit from its recent sharp decline. Even so, SMI’s defensive systems are flashing warning lights. Here's why.
Continue Reading

4th Quarter Report: Market Weakness Triggers Defensive Actions

December's swoon nearly plunged the market into "bear-market" territory. It’s important to understand what happened — and how SMI's process objectively monitors the market’s trend as it
Continue Reading

The High Cost of Fear

Unwarranted fear is a dangerous investing enemy, prompting you to make decisions that hurt your portfolio. Learning to recognize and resist unwarranted fear will help you become a successful long-term
Continue Reading

Zero-Sum Budgeting: Giving Every Dollar a Job

Can't figure out what happens to all your money? With a zero-sum budget, you'll give every single dollar of your income a designated, predetermined task. 
Continue Reading

An Ounce of Prevention: Free Preventive Services From Medicare

Medicare pays the full tab for many healthcare screenings and preventive services, including yearly checkups and flu shots. Yet millions of people eligible for such benefits don’t take advantage of
Continue Reading

How to Navigate a Bumpy Market and Other Points to Ponder

How to navigate a bumpy market “While no one ever knows for sure how long the volatility will stay with us, it’s important to remember that your actions aren’t nearly as important as your reactions during a bear
Continue Reading

An Upgrading Overview: Easy as 1-2-3

Why Upgrade? SMI offers two primary investing strategies for “basic” members. They are different in philosophy, the amount of attention they require, and the rate of return expected from each. Our preferred investing
Continue Reading