Portfolio Shield – August 2021

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. The allocation to the Nasdaq-100 (QQQ) and the Russell 2000 (IWM) were reduced to increase the allocation to the S&P 500 (SPY) across all Portfolio Shield™ models for August. Several have inquired when Portfolio Shield™ may begin hedging its equity exposure. To … Read more