Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. Portfolio Shield™ began hedging the equity allocation this month. It reduced its allocation to the S&P 500 (SPY) and the Nasdaq-100 (QQQ) by 17% to add long-term U.S. Treasury bonds (TLT) to the equity allocation across all models. Hedging Expectations: For … Read more

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. The allocation to the Nasdaq-100 (QQQ) and the Russell 2000 (IWM) were reduced to increase the allocation to the S&P 500 (SPY) across all Portfolio Shield™ models for August. Several have inquired when Portfolio Shield™ may begin hedging its equity exposure. To … Read more

Linked below are the latest Morningstar® Investment Detail Reports for the Portfolio Shield™ family. The allocation in the Nasdaq-100 (QQQ) was reduced slightly and the allocation in the Russell 2000 (IWM) was increased slightly across all Portfolio Shield™ models for July. 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. There were slight changes to the Portfolio Shield™ allocation 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 the model strategy you … Read more

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 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 the model strategy … Read more

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 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 the model strategy … Read more

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 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 the model strategy … Read more

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