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Portfolio Shield – June 2024

We are pleased to see the equity allocation continues to perform well this year, particularly due to the continued strong performance of the S&P 500 and Nasdaq-100.  Looking forward, the equity allocation is likely to remain unhedged for the foreseeable future unless there is a major shift in the markets. Given all the factors, we … Read more

Portfolio Shield – May 2024

We are pleased to see the equity allocation continues to perform well this year, particularly due to the continued strong performance of the S&P 500 and Nasdaq-100.   Looking forward, the equity allocation is likely to remain unhedged for the foreseeable future unless there is a major shift in the markets. Given all the factors, … Read more

Portfolio Shield – April 2024

We are pleased to see the equity allocation continues to perform well this year, particularly due to the continued strong performance of the S&P 500 and Nasdaq-100.  We are also pleased that the bond allocation continues to perform well since implementing the new momentum-based formula for the bond allocation. The Federal Open Market Committee continues … Read more

Portfolio Shield – March 2024

We are pleased to see the equity allocation continues to perform well this year, particularly due to the continued outperformance of the Nasdaq-100 relative to the broad market. We are also pleased to see the bond allocation is performing well as the Fed is indicating they may cut rates three times next year. Looking forward, … Read more

Portfolio Shield – February 2024

We are pleased to see the equity allocation continues to perform well this year, particularly due to the continued outperformance of the Nasdaq-100 relative to the broad market. We are also pleased to see the bond allocation is performing well as the Fed is indicating they may cut rates three times next year. Looking forward, … Read more

Portfolio Shield – January 2024

We are pleased to see the equity allocation continues to perform well this year, particularly due to the continued outperformance of the Nasdaq-100 relative to the broad market. We are also pleased to see the bond allocation is performing well as the Fed is indicating they may cut rates three times next year. Looking forward, … Read more

Portfolio Shield – December 2023

We are pleased to see the equity allocation continues to perform well this year, particularly due to the continued outperformance of the Nasdaq-100 relative to the broad market. Looking forward, the equity allocation is likely to remain unhedged until February 2024 unless there is a major shift in the markets. Last month the strategy recommended … Read more

Portfolio Shield – November 2023

We are pleased to see the equity allocation continues to perform well this year, particularly due to the continued outperformance of the Nasdaq-100 relative to the broad market. Looking forward, the equity allocation is likely to remain unhedged for the next three months unless there is a major shift in the markets. Last month the … Read more

Portfolio Shield – October 2023

We are pleased to see the equity allocation continues to perform well this year, particularly due to the recent outperformance of the Nasdaq-100 relative to the broad market. Looking forward, the equity allocation is likely to remain unhedged for the next three months unless there is a major shift in the markets. Last month the … Read more

Portfolio Shield – September 2023

We are pleased to see the equity allocation continues to perform extremely well this year, particularly due to the recent outperformance of the Nasdaq-100 relative to the broad market. Looking forward, the equity allocation is likely to remain unhedged for the next three months unless there is a major shift in the markets. Last month … Read more