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We are pleased to see the equity allocation continues to perform extremely well this year, particularly due to the recent outperformance of the Nasdaq-100 relative to the broad market. 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Share your videos with friends, family, and the world Portfolio Shield – July 2023. July 3, 2023 by Steven Van Metre. We are pleased to see the equity allocation continues to perform extremely well this year, particularly due to the recent outperformance of the Nasdaq-100 relative to the broad market. 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