fbpx

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

Portfolio Shield – May 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. 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 to … Read more

Portfolio Shield – April 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. 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 to … Read more