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.
Don’t Miss Our Black Friday Offer!
|
Save 35% on SMI Premium and get a free copy of the best-selling SMI Handbook. Join today — this Black Friday offer ends November 27! |
Not Quite Ready to Become a Member? No Problem, We Still Have Something for You!
Watch our FREE 15-minute Video Workshop
and Learn the #1 Mistake Christian Investors
Make — And How to Avoid It
What You'll Learn:
1
The Three Biblical Motives for Investing: Learn why investing is about more than just making money.
2
How to Cultivate a Biblical Investor’s Mindset: How to overcome fear and greed with faith-driven principles.
3
A Proven Biblical Investment Strategy: Discover a diversified, objective approach for long-term success.
Start securing your future today.
This free workshop is the perfect place to start.
