July 30, 2010 – Portfolio Reallocation

Published on 06 August 2010

Lorence & Vander Zwart announces a recent multi-sector portfolio reallocation that encompasses all portfolios, with the highest level of effort made to match moves across all platforms.  All trades were made on July 30, 2010.

 Through careful and exhaustive due diligence, the LVZ Advisors Portfolio Committee has concluded that the stock market pull-back from May through July was a correction in a recovering global economy.

Portfolio Reallocation pdf