NDR Dynamic Allocation Strategy September 2023 Update

Dynamic Allocation Strategy, indicators, weightings update
BY BRIAN SANBORN

The Dynamic Allocation Strategy equity weighting remains above benchmark.

The top-level indicators are split between equities and 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: NDRDAS202309041

Other posts

C8’s Weekly Bulletin: US Patent Granted

BY ROBERT MINIKIN
C8, the pioneering fintech platform that offers investors the ability to use direct indexing across all liquid asset classes and investment styles, announces that the US Patent Office has issued a patent on C8’s ground-breaking end-to-end platforms, C8 Studio and C8 Wealth, for Direct Indexing. Read more →

NDR Dynamic Allocation Strategy May 2024 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →

NDR Dynamic Allocation Strategy June 2023 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →
Back to all posts →