[PLUS] Dynamic Portfolio Management JC Parets February 21, 2023 From the desk of Willie Delwiche. Dynamic Portfolio Update: Gold miners (GDX) are breaking down on a relative basis so we are selling the exposure we have there in the Tactical Opportunity Portfolio and re-deploying that capital to areas that continue to show leadership. Click here to access the full report. Share Article Filed Under: willie, plus, Dynamic Portfolio Management