Performance Reports




Q1 2023

DOWNLOAD INDIVIDUALLY OR BY MODEL SET

TPFG SMA Q1 2023

TPFG MMS Models Q1 2023

TPFG Overlays

Strategy PLUS - Target PLUS Q1 2023

Strategy PLUS - Multi PLUS Q1 2023

Strategy PLUS - Index PLUS Q1 2023

Strategy PLUS - FOCUS PLUS Q1 2023

Strategy PLUS - FOCUS PLUS American Funds Q1 2023

Strategy PLUS - FOCUS PLUS Meeder Q1 2023

Strategy PLUS - FOCUS PLUS Fidelity Q1 2023

Strategy PLUS - ESG PLUS Q1 2023

_____________________________________________________________________________________________________________



APRIL 2023

SDBA Strategy PLUS

Strategy PLUS Model Performance

Performance SMA

Performance Core Optimization

Performance EPIC

Performance Annuity


PRIOR REPORTS

Performance Reports MAR 23

  Performance Reports FEB 23

  Performance Reports JAN 23

______________________________________________________________________________________________________________


Asset Allocation Breakdown - Q1 2023

Asset Allocation Breakdown - Q4 2022

Asset Allocation Breakdown - Q3 2022

______________________________________________________________________________________________________________



Performance in Perspective - Q1 2023

Performance in Perspective - Q4 2022

Performance in Perspective - Q3 2022

Performance in Perspective - Q2 2022

Performance in Perspective - Q1 2022

___________________________________________________________________________________________________


Wilshire Quarterly Market Update - Q1 2023

Wilshire Investment Strategy Update - Q4 2022

Wilshire Investment Strategy Update - Q3 2022

____________________________________________________________________________________________________




ALL FOR INSTITUTIONAL USE ONLY. NOT FOR DISTRIBUTION TO THE GENERAL PUBLIC.


Strategist Trade Commentary - Q4 2022  

Capital Defender Model Trade Commentary - Oct 2022  

Kidder Advisers Capital Defender Model 2.0 Newsletter - Oct 2022


Strategist Trade Commentary - Q3 2022          

PFG BNY Mellon Diversifier PFADX Commentary - Sept 30, 2022  

BNY Mellon Alternative 0-15 Commentary - Sept. 30, 2022  

PFG Global Multi-Asset Tactical Trade Commentary - J.P. Morgan - Sept 28, 2022

Kidder Advisers Capital Defender Model 2.0 Trade Rationale - July 2022

Fidelity Sector Equity Business Cycle Model - Sept 2022

J.P. Morgan | PFG Global Multi-Asset Tactical Trades - August 2022


Strategist Trade Commentary - Q2 2022

BNY Alternative Commentary - June 2022

Asset Allocation Commentary: PFG BNY Mellon Diversifier Strategy Fund - Sept 2022

J.P. Morgan | Pacific Financial Global Multi Tactical Trade - June 22

PIMCO Strategy on EPIC and PFG Active Core Bond - June 22

Kidder Advisers Capital Defender Model 2.0 - June - 22

BNY Alternative - April 2022

PFADX 0-15 Commentary - April 2022

Janus Henderson Balanced and PFG Tactical Income - May 22

J.P. Morgan PFG Global Multi Tactical Trade Commentary - May 22

ESG PLUS Conservative Trade Commentary - May 22

BlackRock ESG Allocation Changes - May 22

J.P. Morgan PFG Global Multi Tactical Trade Commentary - May 22

Janus Henderson Balanced and PFG Tactical Income - May 22

PFG American Funds Moderate Growth Allocation Change - May 2022

Kidder Advisers Capital Defender Model 2.0 Trades - May 2022