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Stock Upgrading – Instructions for July 2020
Stock Upgrading is a mechanical strategy that typically involves owning recommended funds until they fall out of the top quartile of their peer group, at which point they are replaced by new top-performing funds. However, special defensive protocols are triggered occasionally, which cause the Upgrading portfolio to gradually "de-risk" by temporarily shifting some holdings to cash. See SMI’s Fund Upgrading Strategy Evolves: Introducing Upgrading 2.0 for details.