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[PLUS] Dynamic Portfolio Management

September 7, 2022

From the desk of Willie Delwiche.

After reviewing the Cyclical Portfolio, we are making the active decision to sit on our hands for now. In the Tactical Opportunity Portfolio, we've made a couple of tweaks. We are seeing "Higher for longer" resonate with the bond market and are increasing exposure to one of the few areas that is actually still in an uptrend.