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[PLUS] Dynamic Portfolio Management

October 5, 2022

From the desk of Willie Delwiche.

We sold commodities and bought bonds while tweaking where we get our equity exposure.

The Details: While none of the major asset classes are in up-trends, bonds now hold a relative advantage over stocks and commodities. We adjusted the exposure in the Strategic, Cyclical and Tactical portfolios to reflect these shifts and also to reflect leadership shifts we have seen within equities.