March 2025

All of the strategies go less risky. Many go into VGSH, short term Government debt. Others scale back significantly. The strategies are taking a wait and see approach after the performance of the past months.


Be sure to look at the Strategy and Model Portfolio Fact Sheets, the following PDF/Excel files are combined into the single ZIP for download, link below:

DMS Model Portfolios
DMS Strategies
DMS Bamboo Allocations
DMS High Test
DMS Allocation Spreadsheet

all of the above included in this Zip file.

As always, subscribe for free to get the Reporting Decks as soon as they are released.

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