Following The Leader & Adding US Equity Exposure

by | Jan 24, 2024

These updates to our Dynamic Portfolios are made in light of the latest Weight of the Evidence, which remained neutral to start the new year. Dynamic Strategic Portfolio Recent Activity: What: Sold PDBC (Commodities) and XLE (Energy) and bought XLI (Industrials) Why: Energy and Commodities are struggling as US stocks move to new highs. Industrials […]

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