The Strategy Trade Reports shown below are provided to illustrate and provide commentary, for several of Q3’s most popular dynamic and strategic strategies, regarding how the changes in the portfolios reflect changes in the stock and bond markets.

Click Images to View Reports

Strategic Allocation - Sector

Enhanced Allocation - Sector

Strategic Core


Be advised, because Q3's Tactical Strategies may change daily, position reports are not available. If you would like to learn more about current tactical allocations contact your Regional Sales Manager or call our office.