
January 2023 – Tactical Income Solution Updates
PDF Version Thank you for your continued trust and confidence. We would like to inform you that we made several changes to
PDF Version Thank you for your continued trust and confidence. We would like to inform you that we made several changes to
PDF Version Thank you for your continued trust and confidence. We would like to inform you that we placed some trades in the
PDF Version Thank you for your continued trust and confidence. We would like to inform you some trade changes in the CAPSTONE portfolio.
PDF Version Thank you for your continued trust and confidence. We would like to inform you that we placed some trades in the
PDF Version Thank you for your continued trust and confidence. We would like to inform you a recent trade that we made in
PDF Version Our Investment Committee has recently made adjustments in our Tactical Income Solution, Tactical Growth Solution, and Spectrum portfolios. You may be
PDF Version Replacing General Electric with Honeywell International General Electric has been a focal point of discussion within our investment committee for more
PDF Version Replacing Welltower with CyrusOne, Inc With senior housing comprising one of the largest segments of Welltower’s properties portfolio, the REIT company
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