Stock Upgrading is a mechanical strategy that involves owning 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. Please note that a $ symbol following the name of a fund being replaced indicates we still think well of the fund. If you have reasons for doing so, you might elect to hold the fund for a while longer.
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