Why fund upgrading can be a superior investing strategy to Buy-n-Hold?
For Investors that want to “park” their money and not have to look at it for years, buy-and-hold is definitely an appropriate strategy. But for those that want to be a little more aggressive upgrading can reap larger rewards. The key is having an appropriate tool to use that will help one determine when and where to invest.. The US economy and market moves in up and down cycles. And these cycles within our economy do not necessarily match those of other regions around the world (e.g.,. Eastern Europe could be up while, Asia and the US could be down). By infrequently rotating funds within a portfolio to take advantage of US and world economic conditions superior investment performance can be achieved. The key is to constantly keep track of a wide variety of top mutual funds from various industrial sectors and the worlds regions thus being able to see when conditions are changing. In 2001 Small Cap value. Gold and the Real Estate sector were the places to be at different times. The key w
