Each of Northlake’s models flashed a new signal for October. The Market Cap model shifts from large cap to mid cap after four months favoring large cap. The Style model moves to growth after two consecutive months at value. In response to the new signals, client positions following the models that owned the S&P 500 […]
There are no changes to the signals from Northlake’s Market Cap and Style models for September. The Market Cap model is recommending large cap for the fourth straight month, while the new neutral signal generated last month by the Style model stays in place. As a result of the latest model update, clients will continue […]
There are no changes to the signals from Northlake’s Market Cap and Style models for June. The Market Cap model is recommending large cap for the second consecutive month and the Style model is again recommending growth. With no changes, client positions following the models will continue to be invested in the S&P 500 (SPY) […]
Northlake’s Market Cap model flipped from mid cap to large cap for June. As a result, client positions following the model previously invested in the S&P 400 Mid Cap have been sold and proceeds reinvested in the S&P 500 (SPY). There is no change to the Style model, so current client positions in the Russell […]
Each of Northlake’s models has a new signal for May. The Market Cap model is now recommending mid caps after four consecutive months at small cap. The Style model now favors growth after two months at a neutral reading. As a result of the new signals, client positions in the Russell 2000 (IWM) have been […]
Northlake’s Style model shifted to a neutral signal after three months at value. The change primarily reflects a pause in the Trump reflation trade during February that impacted the trend and technical indicators in the Style model that are designed to help model timeliness. Given the new signal, half of client positions in the Russell […]
There are no changes to Northlake’s model signals for February. For the second consecutive month, the Market Cap model favors small caps and the Style model favors small cap value. As a result, client positions in the Russell 2000 (IWM) and the Russell 2000 Value (IWN) will be maintained at least through February. The Market […]
Both of Northlake’s models changed signals to begin 2017. The Market Cap model is now recommending small cap after spending eight months at mid cap. The Style model is still recommending value but as a result of the new small cap signal, value exposure will shift from large cap value to small cap value. The […]
Northlake’s Style model moved decisively to value for December reflecting the “Trump Trade” that has dominated the stock market since Election Day. Northlake client accounts will sell all holdings in the Russell 1000 Growth (IWF) with proceeds being fully reinvested into the Russell 1000 Value (IWD). The Market Cap model remains firmly in mid cap […]
Northlake’s Style model moved back to a neutral reading between growth and value for November. As is often the case when a trend change may be under way, the model signals can be volatile from month to month. In this case, after a long stretch favoring growth stretching back most of the past several years, […]
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Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
