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Large Cap Sector Portfolio

Large Cap Sectors Objective: Maintain a fully invested stance in stocks, but to use sector weightings to: (1) capture more upside, and (2) mitigate downside risk than the SPY Index ETF.  

Large Cap Sectors weighting methodology: we use two units as an equal weight, three as an overweight, and one as an underweight. 

 

 

 

 

Who is Fred Meissner, CMT?
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