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. Understandably, those benefits haven't come cheap. But thanks to our friends at SMI Advisory Services and an arrangement they’ve negotiated with MoneyGuidePro^®, such planning is now within the reach of more people. Read more about how you can access this planning software rated number one by financial advisors for the past eight years in a row.

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