Swapping to Large Cap and Sticking with Growth
After six months favoring Mid Cap, Northlake’s Market Cap model shifted to a Large Cap recommendation for June. As a result, Northlake client positions held in the S&P 400 Mid Cap (MDY) were sold and the proceeds were reinvested in the S&P 500 (SPY). The Style model continues to recommend Growth over Value, as it […]
