Stock Upgrading is a mechanical strategy that involves owning traditional mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest method of selecting funds is to purchase the recommended holdings listed on the Fund Recommendations page. Note that a $ symbol following the name of a fund being replaced means we still think well enough of the fund that if you have a particular reason for holding it longer (for example, to avoid a short-term trading fee), it's okay to do so.

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