After turbulent month, model maintains 42% allocation to stocks and 58% to bonds. Short-Term (SHY) and Long-Term Treasurys (TLT) now carry a 46.4% recommended weighting. QQQ remains the highest-weighted equity fund at 12.92%.
Complete the form and a member of our team will send you a copy of this publication.
While you wait, explore additional NDR research and solutions.
Institutional Investors
Custom Research
Wealth Managers
Stock Selection
ETF Selection
Please note that you are using an unsupported browser. While the site will continue to function, you might experience sub-optimal behavior until you upgrade. Please update your browser to a later version for a better experience.