WHAT DOES THE “$” SYMBOL MEAN ON SOME OF THE RECOMMENDATIONS TO SELL?
A “$” symbol following the name of the fund being sold lets you know that we still think well of the fund and its management. If the holding has been profitable and is held in a taxable account, you might wish to retain such a fund until reaching the twelve-month holding period required for preferable tax treatment. However, be aware that SMI will no longer report on the fund, so you’ll need to remember to sell it and Upgrade when your desired holding period is reached. Our research indicates new fund recommendations outperform their replacements by roughly 1% per month, so factor that in when deciding whether to hold an old recommendation.
