Our Investment Process

Upgrading is a method of systematically investing in securities that rank highly in our scoring system.  We hold them as long as they continue to outperform their peers, then sell them when they fall in our ranks.  We then reinvest the proceeds in the new strong performers. DAL Investment Company developed this strategy over the past 35 years.

Unlike market timers, we do not attempt to predict the movements of the market to move back and forth from stocks to cash. Upgrading is also unlike a typical buy-and-hold approach. Instead, Upgrading moves us flexibly among those areas of the market showing the best relative performance. Upgrading allows us to invest in what we believe are the best performing securities available-whatever the current market conditions.

While the Funds are no-load, there are management fees and operating expenses that do apply.

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