Stocks and Bonds Bending Before Commodities

Key Takeaway: Commodities are asserting strength versus both stocks and bonds. We have trimmed exposure to those traditional asset classes and are following the market’s lead by bulking up on Commodities. Dynamic Strategic Portfolio Recent Activity: What: Sold Large-Cap Growth (IVW) and bought Energy (XLE). Why: Equity exposure is elevated but Large-Cap Growth is the […]