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
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 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 … 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 March. 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™ reinstated its hedging program this month by adding long-term U.S. Treasury bonds to the allocation across all models. As a reminder, all strategies are rebalanced on the first trading day of each month and at that time, any new … Read more
Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. There was a slight reduction in risk for the month of 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 … 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 Treasuries over the past six months, Portfolio Shield™ has removed the U.S. Treasury Bond fund hedge from all the models for the month of December. As a reminder, all strategies are rebalanced … Read more