Here are the funds and percentage allocations we recommend for our Just - the -
Basics indexing strategy.
Charts 4 and 5 make it clear that using the Bear Alert and All - Clear signals would have significantly improved performance relative to the S&P 500 index alone, thus providing a benefit to those following SMI's Just - the -
Basics indexing strategy.
Not exact matches
We explore some
index fund
basics — from the origin of this
strategy to how it can be implemented into a portfolio, to questions to ask.
The
basic strategy is to allocate portfolio to
basic asset classes / broad
indexes and rebalance 1 - 2 times per year.
It's important to recognize that most SMI readers don't invest in the market
indexes (unless they're using our Just - the -
Basics strategy, which uses a combination of market
index funds).
Before we begin to explore how those
index strategies are constructed and how such access may be possible, it may be worthwhile to take a refresher on
basic options.
The passive
strategy, known as
Basic, invests in low - cost
index funds and ETFs.
Last month in A Peek Under The Hood of SMI's Just - the -
Basics Strategy, we discussed how this indexing strategy is designed to be the ultimate in sim
Strategy, we discussed how this
indexing strategy is designed to be the ultimate in sim
strategy is designed to be the ultimate in simplicity.