There were no changes to the recommendations from Northlake’s models for July. The Market Cap model still favors Mid Cap and the Style model remains in neutral mode. As a result, there will be no changes to the ETF holdings in client portfolios. The Market Cap model will continue to be represented by the S&P […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models June. The Market Cap model is recommending Mid Cap for a second consecutive month, while the Style model remains on a neutral reading for the third consecutive month. With no changes to the signals, client positions following the Market Cap model […]
Northlake’s Market Cap model shifted to mid cap from large cap for May. As a result, client holdings in the S&P 500 that are linked to the model will be sold and proceeds reinvested in the S&P 400 Mid Cap (MDY). There is no change to the neutral reading from the Style model, so client […]
Northlake’s Style model flipped to neutral after a three month run favoring growth. As a result, 50% of client positions in the Russell 1000 Growth (IWF) have been with proceeds were reinvested in the Russell 1000 Value (IWD). The Market Cap model continues to recommend large cap, so current client holdings in the S&P 500 […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models for March. The Market Cap model remains on a Large Cap signal and the Style model is still recommending Growth. With no changes to the signals this month, Northlake client assets following the models will remain invested in the S&P 500 […]
Northlake’s Market Cap model flipped from Mid Cap to Large Cap for February. As a result, client positions in mid cap were sold and the proceeds reinvested into the large cap S&P 500 (SPY). Current mid cap positions that were sold included both the S&P 400 Mid Cap SPDR (MDY) and the iShares S&P 400 […]
Northlake’s Style model flipped back growth to start 2016 after spending just one month at neutral to end 2015. As a result, client positions in the Russell 1000 Value (IWD) were sold and proceeds reinvested in the Russell 1000 Growth (IWF). There is no change to the mid cap recommendation for the Market Cap model. […]
Northlake’s Style model shifted from favoring growth to a neutral reading for December. As a result, one half of client positions in the Russell 1000 Growth (IWF) were sold and the proceeds were reinvested into the Russell 1000 Value (IWD). The Market Cap model is still recommending mid cap for December. Therefore, client positions in […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models for November. Mid Cap and Large Cap growth remain the favored themes. As a result, client assets invested in the models will continue to be held in the S&P 400 Mid Cap (MDY) and the Russell 1000 Growth (IWF) for at […]
There are no changes to the signals from Northlake’s Market Cap and Style models for October. For the third consecutive month, the Market Cap model continues to favor Mid Cap. As it has since November 2014, the Style model is recommending Large Cap Growth. With no changes to the model recommendations for October, Northlake client […]
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tim@northlakecapital.com
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