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
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
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
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
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
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
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
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