Skip to main content

[PLUS] Dynamic Portfolio Management

November 29, 2022

From the desk of Willie Delwiche.

Portfolio Update: As mentioned in yesterday's Market Notes, our tactical models are arguing for patience rather than aggressiveness with respect to equity exposure. That being said we want to stay in harmony with relative opportunities as they emerge. While not putting new money to work, we have tweaked the holdings in our Dynamic Tactical Opportunity Portfolio.