Description: 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
Portfolio Shield™ is a unique investment strategy designed to take risk when the equity markets are rising and reduce risk when the equity markets are falling. It is a formula-based long-only equity strategy that has a unique hedging mechanism to reduce the downside risk of the strategy when markets get volatile, or worse, during Bear markets.
There are five Portfolio Shield™ models to choose from depending on your investment goals and risk tolerance level.
Portfolio Shield™ is a dynamic strategy that adapts to changing market conditions monthly.