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Portfolio Shield – December 2021

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. Based on how the markets are performing, I anticipate Portfolio Shield™ will remain hedged into early next year, which I think is good. From a return perspective, the strategy hedging has been effective. With the additional downside protection through the use … Read more

Portfolio Shield – November 2021

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. When I designed Portfolio Shield™ I wanted a strategy that attempted to anticipate volatile or bear markets by reducing risk before a large move lower occurs rather than a reactionary strategy that adjusts after stock prices start to plunge. While Portfolio … Read more

Portfolio Shield – October 2021

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. With the rebalance to the new allocation is complete I want to address a question that has come up about the daily tracking of SPD and QQD. One aspect that makes the Portfolio Shield™ strategy great is its ability to control … Read more

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

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

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

Portfolio Shield – June 2021

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. There were slight changes to the Portfolio Shield™ allocation for June. As a reminder, all strategies are rebalanced on the first trading day of each month and at that time, any new monies are invested according to the model strategy you … Read more

Portfolio Shield – May 2021

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. There were very slight changes to the Portfolio Shield™ allocation for May. As a reminder, all strategies are rebalanced on the first trading day of each month and at that time, any new monies are invested according to the model strategy … Read more

Portfolio Shield – April 2021

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. There were very slight changes to the Portfolio Shield™ allocation for April. As a reminder, all strategies are rebalanced on the first trading day of each month and at that time, any new monies are invested according to the model strategy … Read more