Premium Strategies

SMI's Premium member strategies include our newest core portfolio strategy, Dynamic Asset Allocation (DAA). You can use DAA to manage your entire portfolio or use it in concert with Fund Upgrading.

Dynamic Asset Allocation

DAA is a core portfolio strategy designed to help you share in some of a bull market's gains, while minimizing or even preventing losses during bear markets. It's a low-volatility strategy that nonetheless has generated impressive back-tested results, demonstrating the power of "winning by not losing."

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Sector Rotation

This optional add-on strategy involves investing in a single special-purpose stock fund that focuses on a specific sector such as biotech or financial services, which SMI objectively determines to be demonstrating especially strong momentum. It’s a high-risk strategy that has generated impressive long-term returns. Sector Rotation is designed for use with no more than 20% of your stock allocation.

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MoneyGuidePro®

Personalized financial planning offers tremendous benefits, but in the past, such planning didn't come cheap. Now, thanks to our friends at SMI Advisory Services, you can gain low-cost access to America's top-rated professional financial-planning software, MoneyGuide. Learn more about how to get MoneyGuide and find out how it can help you reach your financial goals.

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