The September TS Model Growth and Income Portfolios report has now been posted
This page is the first page of the 10 page TSMP report.
Highlights in this month's report are the Fed's assistance in the bull market, new all-time highs for the S&P 500 and the market outlook going into Q4.
The TS Model Growth Portfolio continues to outperform the benchmark S&P 500, aided by an over weighting in the technology sector.
The TS Income Portfolio's value continues to sag expectations, but the dividend yield remains solid. The yield now is 9.49%.
No adjustment to the portfolios this month.