Stock Upgrading – Instructions for July 2020

By Mark Biller | 07/01/20 | Comments | Members Only

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.

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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.

12/21/17 | Comments
SMI’s Fund Upgrading Strategy Evolves: Introducing Upgrading 2.0
By Austin Pryor & Mark Biller

12/20/18 | Comments
Applying Upgrading 2.0 Signals to JtB or 401(k) Indexed Portfolios
By Mark Biller

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