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WHAT IS SMIs ENHANCED JUST-THE-BASICS (EJtB) STRATEGY?

April 26, 2017ejtb Enhanced just-the-basics SMI strategy

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WHAT IS SMIs ENHANCED JUST-THE-BASICS (EJtB) STRATEGY?

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The Enhanced Just-the-Basics Strategy (EJtB) invests roughly half the portfolio in index funds, and half in actively-managed mutual funds. The index funds do not change throughout the year, while the rotating actively-managed funds are evaluated for replacement every three months. You’ll find a good overview of the strategy on our Enhanced Just-the-Basics page.