Sound Mind Investing’s currently recommended Sector Rotation fund has had a good second month. The fund is now up +3.9% in the roughly two months we’ve owned it. Given that the fund it replaced is down -3.7% over that span, we’re glad SR had us make the change when it did. The fact that the broad stock market, as measured by the Wilshire 5000, is up only about a third of that amount (+1.4%) over the past two months makes that SR allocation look good as well.
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