A Primer on Selling One Mutual Fund and Buying Another

Sep 27, 2017

Most of SMI’s strategies are built on the idea of being invested in funds that are current outperformers. Funds whose momentum is waning must be sold and replaced with others that are showing superior strength at present.

A sell-one-fund/buy-another transaction may seem straightforward, but several factors can affect whether the two-part transaction takes place in one day, two days, or over the course of several days. The transaction will be affected by:

End of preview. Please subscribe to read more.

Already a subscriber? Log in here.

Continue reading plus get access to our
objective, time-tested investing strategies.

Get access to Sound Mind Investing’s articles and investing
strategies for as little as $0.32 a day.

See subscription options

Not ready to signup? Don’t worry, we can still help.

Our free workshop will teach you how to
profit while enjoying peace of mind, even
in a turbulent market.

In this 20-minute video workshop you’ll discover…

How to grow your portfolio while protecting against loss and downturns
A trustworthy, methodical investing system you can depend on for strong returns and peace of mind
Why successfully navigating bear markets is just as important to your success as capitalizing on bull markets

Start securing your future today.
This free workshop is the perfect place to start.

Written by

Joseph Slife

Joseph Slife

Joseph Slife has been a news writer for the Associated Press, a college instructor, and a radio host. He and his wife Joye have three grown sons.