This report contains the 2021 Q2 quarterly allocations for your retirement plan’s tactical models. As of this quarterly review, the U.S. equity trend indicator and the international trend indicator were both positive. The Balance of Strength Signal was also positive. Models will remain in their maximum High Risk Category exposure.
In 2020, both bonds and stocks ended the year higher. In the first quarter, stocks continued to do well; however, bonds suffered losses as bond yields rose. At this time, our U.S. bond indicator is negative, so the models will be reducing their exposure to the U.S. bond index fund and will shift that exposure to bond sectors that traditionally fair better during rising bond yields and positive stock market periods. The models will be updated to their new allocations in mid-April. Please read the report for more details.
If you would like to review your account, please contact us.