Stock Upgrading — Updated Fund Recommendations for July 2022

By Mark Biller | 06/28/22 | Comments | Members Only

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.

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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.

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