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

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