Bond Upgrading – New Fund Recommendation for March 2021

By Mark Biller | 02/26/21 | Comments | Members Only

SMI Bond Upgrading involves investing half of the bond portfolio in two “core” funds that are permanent holdings. 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.

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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.

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