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Portfolio Shield – March 2020

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

Portfolio Shield – February 2020

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

Portfolio Shield – January 2020

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

Portfolio Shield – December 2019

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

Portfolio Shield – November 2019

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. There were only slight changes to the strategy for November, but Portfolio Shield™ remains hedged against downside risks. As a reminder, all strategies are rebalanced on the first trading day of each month and at that time, any new monies are … Read more

Portfolio Shield – October 2019

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. There were only slight changes to the strategy for October, but Portfolio Shield™ remains hedged against downside risks. As a reminder, all strategies are rebalanced on the first trading day of each month and at that time, any new monies are … Read more

Portfolio Shield – September 2019

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. Portfolio Shield™ reduced its allocation of long-term U.S. Treasury bonds for the month of September, but remains hedged against downside risks. As a reminder, all strategies are rebalanced on the first trading day of each month and at that time, any … Read more

Portfolio Shield – August 2019

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. As a reminder, all strategies are rebalanced on the first trading day of each month and at that time, any new monies are invested … Read more

Portfolio Shield – July 2019

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. Even though Treasury bonds rallied over the last six months, the three equity indices in the strategy had a higher six-month price return, meaning the U.S. Treasury bond hedge was removed from the strategy for July. As a reminder, all strategies … Read more

Portfolio Shield – June 2019

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. 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 are invested in. If you have any questions or would like … Read more