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September 1, 2024

September 2024 Newsletter

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September 2024 Chartbook

August was awful – then wonderful… most indexes (and our portfolios) finished with good gains. We tactically added to large cap growth and took a fresh position in REITs to take advantage of the August correction. 


Having increased equity exposure into the pullback, we rebalanced back to a neutral allocation (in line with benchmarks) by month end.

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