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Crummer Suntrust Portfolio Recommendations: Crummer Investment Management [2016], David Daubert, Shawn Draheim, Jeremy Gerbauer, Brett Gourlay, Martin Kronberg, David Kumar, Devin Mccreary, Hugh Mcmillan V, Nathan Morgan, Jerry Schuster, Jordan Anduaga-Todd
Crummer Suntrust Portfolio Recommendations: Crummer Investment Management [2016], David Daubert, Shawn Draheim, Jeremy Gerbauer, Brett Gourlay, Martin Kronberg, David Kumar, Devin Mccreary, Hugh Mcmillan V, Nathan Morgan, Jerry Schuster, Jordan Anduaga-Todd
Crummer Truist Portfolios
The most notable aspect of our strategy is an increase in bond holdings to 18% — the top of the range permitted by our investment policy statement. This defensive position assumes bonds will be low risk in a year of gently rising interest rates and because we see little upside in the stock market. For our tactical allocation, we added sector ETFs to each of our sectors to ensure diversification within sectors and limited the individual names to three per sector, allowing for more selectivity and in-depth research. We have tilted the portfolio towards consumer discretionary, consumer staples and telecommunications, …