NDR Dynamic Allocation Strategy July 2023 Update

Dynamic Allocation Strategy, indicators, weightings update
BY BRIAN SANBORN

The Dynamic Allocation Strategy equity allocation improved to above benchmark allocation.

Four of the six top-level indicators in the model favor equities over fixed income.

U.S. Large-Caps, non-U.S. Developed, U.S. Value, and U.S. Growth received the highest allocations. Click the link below to read more about the strategy’s positioning.

Full strategy commentary: NDRDAS202307051

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