Portfolio Shield – Update

Several people have reached out to me expressing concerns about the returns over the past couple of weeks as we have seen both stocks and bonds decline in value. For strategies such as Portfolio Shield™ which invests in both stocks and bonds, this hurts returns in the short run. I think it’s important to understand … Read more

Portfolio Shield – January 2022

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. Portfolio Shield™ maintained the same percentage to its long-term bond hedge (TYA) for January. There were only very slight changes between the two equity positions (SPD & QQD) for the month. Due to the very slight change this month, you may … Read more