Bond Upgrading — New Fund Recommendation for February 2018

By Mark Biller | 01/26/18 | Comments | Members Only

The SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio. The other half of the bond portfolio is invested in a single upgrading recommendation. This is the selection being updated this month. Read more about how the SMI Bond Upgrading strategy works.

If you are an existing member, please Login.

Print this article

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

01/01/15 | Comments
Introducing an Upgrading Approach to Bond Investing That Outperforms the Bond Market
By Austin Pryor & Mark Biller

01/28/15 | Comments
Find Bonds Confusing? Here Are the Basics You Need to Know
By Austin Pryor

05/21/15 | Comments
How SMI Is Preparing For Higher Interest Rates
By Mark Biller

01/18/18 | Comments
Upcoming Changes to the SMI Funds
By Mark Biller

"SMI was an answer to prayer!"

"SMI was an answer to prayer! We've developed a workable budget, paid off debt, started a contingency fund, opened college savings accounts, and went from negative returns in our retirement accounts to positive returns — immediately. Best of all, we get our financial advice from a source that truly puts God first."

Cate Brizzell
Saratoga Springs, NY

Subscriber since 2001