January 01, 2024

The LJE Asset Allocation Process strives to accomplish these objectives. First, it summarizes in a logical and consistent way the investment choices recommended by our assessment of the coming economic environment. Second, we strive to provide in straightforward, plain English an explanation of our views and the rationale for the tilts to the portfolio. During 2023 the benchmark has increased 10.92%, while the LJE Asset Allocation utilizing the ETFs has gained 12.49%. Hence for the year 2023 the LJE allocation outperformed its benchmark by one hundred and fifty-seven basis points.

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