Long-Term Investing Program Rebalance

This Portfolio Tilt Worked Beyond Our Wildest Dreams!

Hi Team,

Our long-term investing portfolios have provided patient investors a fantastic way to take advantage of long-term market trends in a diversified manner! We are incredibly proud of the performance of this strategy (methodology linked here) compared to traditional target retirement products!

With this being said, one of the portfolio tilts in our long-term investing lineup has performed beyond our wildest expectations, to the point that we are removing this tilt moving forward.