Northlake’s Style model shifted from Value to Neutral. For clients with allocations to the model, we are selling one half of the holding in the Russell 1000 Value (IWD) and reinvesting the proceeds into the Russell 1000 Growth (IWF). There is no change to the recommendation of Mid Cap from the Market Cap model. Client […]
With another set of quarterly earnings being reported, clients probably notice a lot of large stock moves in reaction to the news. Often the stock moves seem unrelated to the earnings news. Why did Apple and Facebook trade down after easily beating Wall Street estimates? Why did Alphabet trade up and Comcast trade up when […]
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Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
