fbpx

Portfolio Shield – July 2021

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. The allocation in the Nasdaq-100 (QQQ) was reduced slightly and the allocation in the Russell 2000 (IWM) was increased slightly across all Portfolio Shield™ models for July. As a reminder, all strategies are rebalanced on the first trading day of each … Read more