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Small Cap Sector Portfolio

Small 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 IJR Index ETF. 

Small Cap Sectors weighting methodology: We will 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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