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 February. 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
Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. There were no changes to the Portfolio Shield™ allocation for January. 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
Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. Portfolio Shield™ reduced its allocation to the Russell 2000 (IWM) and increased its allocation to the Nasdaq-100 (QQQ) and S&P 500 (SPY) across all models for December. As a reminder, all strategies are rebalanced on the first trading day of each … Read more
Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. Portfolio Shield™ reduced its allocation to the Nasdaq-100 (QQQ) and increased its allocation to the Russell 2000 (IWM) across all models for November. As a reminder, all strategies are rebalanced on the first trading day of each month and at that … Read more
Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. Portfolio Shield™ reduced its allocation to the Nasdaq-100 (QQQ) and increased its allocation to the Russell 2000 (IWM) across all models for October. As a reminder, all strategies are rebalanced on the first trading day of each month and at that … Read more
Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. Due to the strong performance of equities relative to U.S. Treasuries, Portfolio Shield™ removed the U.S. Treasury Bond fund hedge from all models for September. As a reminder, all strategies are rebalanced on the first trading day of each month and … Read more
Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. Portfolio Shield™ slightly increased its allocation to long-term U.S. Treasury bonds across all models for August. Due to the very slight change to the allocation, many accounts did not change their holdings from last month. As a reminder, all strategies are … Read more
Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. Portfolio Shield™ increased its allocation to long-term U.S. Treasury bonds across all models for July. 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 … Read more
Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. Portfolio Shield™ held its allocation to long-term U.S. Treasury bonds across all models 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 … Read more
Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. Portfolio Shield™ increased its allocation to long-term U.S. Treasury bonds across all models 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 … Read more