Our flexible investment allocations have definitely tilted in a more assertive direction, with on-target exposure to all assets we want to own. That’s a big change from just a month or so ago. And as we work our way to the end of 2023, Peter and I have been pleased with the performance of our core flexible strategies and hybrids this year. We often compare our outcomes to either the returns you can get from risk-free investing or to the returns from static strategies that don’t adjust like ours do. And against both options, our flexible and hybrid strategies are having a great year.

OK let’s jump right in – three minutes starts now…

Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).

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Past performance isn’t a guarantee of future returns. Nothing in our commentary constitutes investment advice tailored to any specific person. Information has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. Please consult your personal registered investment advisor representative for additional information, including historic performance for any of the strategies mentioned in this presentation and a copy of our current Form ADV.