Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family.
As a reminder, all strategies are rebalanced on the first trading day of each month. At that time, any new monies are invested according to the model strategy you are invested in.
If you have any questions or would like to change which Portfolio Shield™ strategy you are invested in, please let me know.
Thanks,
Steven Van Metre, CFP®
