Digging Into the Upgrading Back-Tested Numbers

By Mark Biller

Mar 3, 2021

I’m going to put a disclaimer here at the top of this article. What follows is a deep dive into the backtested data that informed the changes we made to Stock Upgrading at the beginning of 2021. We don’t feel it’s particularly important that SMI members dig through this information, but we’ve had some requests for it. So if you’re curious, here it is. And if you’re not, this is one post you have our permission to skip!

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Written by

Mark Biller

Mark Biller is Sound Mind Investing's Executive Editor. His writings on a broad range of financial topics have been featured in a variety of national print and electronic media, and he has appeared as a financial commentator for various national and local radio programs.

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).

Follow Mark on X/Twitter at @mark_biller.

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Digging Into the Upgrading Back-Tested Numbers

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