Superiority of SMI's Fund Upgrading Strategy

SMI's Fund Upgrading strategy (dark columns) has beat the market (light columns) as measured by the Wilshire 5000, the broadest measure of U.S. stocks, each of the past six years. Past performance is no guarantee of future results, but this kind of consistency through both bull and bear markets is reassuring.

The chart below shows the cumulative effect of this advantage, comparing the growth of a $25,000 Upgrading portfolio (dark area) vs. the market return (light area).

The $25,000 invested in Upgrading grew to $49,080 while the market portfolio barely inched up to $28,750. The Upgrading portfolio is worth 70% more than one that earned the market's return. That type of superior performance can make a big impact on your financial future!

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