Portfolio Shield – Improvements

I’m very excited to share with you how Portfolio Shield™ is going to get even better! Simplify Asset Management and I have formed a strategic partnership to improve the original design of Portfolio Shield™. By replacing the existing ETFs with ETFs from Simplify and making a slight change to the allocation the strategy will improve … Read more

Portfolio Shield – September 2021

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. Portfolio Shield™ began hedging the equity allocation this month. It reduced its allocation to the S&P 500 (SPY) and the Nasdaq-100 (QQQ) by 17% to add long-term U.S. Treasury bonds (TLT) to the equity allocation across all models. Hedging Expectations: For … Read more