Model Update – ISQ1 – Dynamic Equity – 8.11.21
We have sold Moderna (MRNA) in our Dynamic Equity Model. This stock was up over 250% year to date, and while we believe that the mRNA platform they have developed has exceptional promise to be used with other diseases, the…
Model Update – Independence Square – ISQ1 – Dynamic Equity...
To bolster the inflation protection in the portfolio and enhance yield, we added a position in Chevron (CVX). This company has a strong balance sheet, has grown it’s dividend over the last year, and now offers an attractive valuation relative…