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May 5, 2020 8:14 AM
No change in the DM portfolio as the recommendation is to continue holding 100% in TLT.
There is a slight change for the tranche momentum model if one is using the HA system. The recommendation is to Buy IAGG and SCHP. No equities are recommended.
If using the BHS model, only SCHP is recommended.
If using the LRPC model, the Buy recommendations are IAU, AGG, TLT, SCHP and the short, SH.
Lowell
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