The November issue of the SMI newsletter has been uploaded to the website. You can browse all of the new content via the table of contents page.

Readers following our Fund Upgrading strategy are advised of the following changes:

  • In the Foreign group (Stock Category 5), Brandes International Equity (BIIEX/BIEEX, 6/2014) is being replaced.
  • In the Small/Value group (Stock Category 3), Bogle Small Cap Growth (BOGLX, 2/2014) is being replaced.
  • In the Large/Value group (Stock Category 1), Cambiar Aggressive Value (CAMAX, 5/2014) is being replaced. $

You can read the write-ups of the new funds we’re adding here. Please read them carefully before placing any trades.


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