Most of SMI’s strategies are built on the idea of being invested in funds that are current outperformers. Funds whose momentum is waning must be sold and replaced with others that are showing superior strength at present.

A sell-one-fund/buy-another transaction may seem straightforward, but several factors can affect whether the two-part transaction takes place in one day, two days, or over the course of several days. The transaction will be affected by:

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