Strategy Alert

Stock Upgrading – New Fund Recommendations for May 2018

Apr 27, 2018
Our most aggressive core strategy, Stock Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk categories” (along with up to three bond fund categories). You then buy the funds SMI objectively determines to have the highest momentum, occasionally replacing lagging funds with those showing stronger momentum. With only monthly maintenance, Fund Upgrading has generated better long-term returns than the overall market. This article explains the changes to put in place for the coming month.

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…

1
How to grow your portfolio while protecting against loss and downturns
2
A trustworthy, methodical investing system you can depend on for strong returns and peace of mind
3
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

Mark Biller

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 both SMI Advisory Service’s Private Client managed-account program and the SMI Funds.