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DAA — February 2017 Update

There are no changes to the DAA lineup for February. Read on for the full details. DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even
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Sector Rotation - February 2017 Update

Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other strategies, it has generated especially impressive long-term returns, as discussed in Sector
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2016 Year In Review: Final Gains Mask an Emotionally Trying Year

When investors look back on 2016 a few years from now, they’ll see solid investment returns from most asset classes. But as is often the case, the story of the trying year that produced those gains will largely be
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A Helpful DAA Visual

As the old saying goes, a picture is worth a thousand words. One of my SMI Advisory partners came up with the following chart, which helps visually convey some of the important Dynamic Asset Allocation principles we've
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DAA — New Recommendations For January 2017 (Part 2)

There is a second change to make to DAA for January. Read on for the full details. DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even
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DAA — New Recommendations For January 2017 (Part 1)

There is one "for sure" change to make to DAA for January. There is also a good chance of a second change that will be announced later this afternoon. Read on for the full details. DAA is a core portfolio strategy that is
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Sector Rotation - January 2017 Update

Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other strategies, it has generated especially impressive long-term returns, as discussed in Sector
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Enhanced Just-the-Basics Update: Q1 2017 — and More

For those following our Enhanced Just-the-Basics (EJtB) strategy, first quarter 2017 recommended fund selections are now available. Be sure to read this entire article as an important strategy update follows the latest
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Stock Upgrading — New Fund Recommendations for January 2017

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
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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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