Strategy Alert

Bond Upgrading — New Fund Recommendation for February 2018

Jan 26, 2018
The SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio. The other half of the bond portfolio is invested in a single upgrading recommendation. This is the selection being updated this month. Read more about how the SMI Bond Upgrading strategy works.

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Written by

Mark Biller

Mark Biller

Mark joined SMI in 2000. He leads the SMI newsletter’s overall content strategy, managing the editorial direction and writing many articles.

He helped develop several of SMI’s investment strategies, led the company’s efforts to create its first website, and has been a contributing author to The Sound Mind Investing Handbook.

Mark also serves as Senior Portfolio Manager to SMI Advisory Service’s Private Client managed-account program, the SMI Funds, and the SMI 3Fourteen Full-Cycle Trend ETF (FCTE) and REAL Asset Allocation (RAA) ETF's.

Follow Mark on X/Twitter at @mark_biller.

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