Portfolio Shield – December 2020

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. Portfolio Shield™ reduced its allocation to the Russell 2000 (IWM) and increased its allocation to the Nasdaq-100 (QQQ) and S&P 500 (SPY) across all models for December. As a reminder, all strategies are rebalanced on the first trading day of each … Read more