[PLUS] Dynamic Portfolio Management - Neutral Evidence Calls for More Caution February 2, 2022 JC Parets From the desk of Willie Delwiche. With the weight of the evidence turning neutral and our tactical risk management model arguing for more caution, we have reduced our equity exposure and raised some cash in our Cyclical and Tactical Opportunity Portfolios. Click here to access the full report. Filed Under: willie, plus, Dynamic Portfolio Management Share Article