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, […]
After sitting on a neutral reading for six months, Northlake’s Style model shifted to value for October. As a result, client positions in the Russell 1000 Growth (IWF) have been sold and the proceeds have been reinvested into the Russell 1000 Value (IWD). There is no change in the mid cap model coming from the […]
There are no changes to Northlake’s models for September. Mid cap remains favored by the Market Cap model, while the Style model is still reading neutral. As a result, client positions following the models will remain invested in the S&P 400 Mid Cap (MDY), the Russell 1000 Growth (IWF), and the Russell 1000 Value (IWD). […]
There are no changes to the signals from Northlake’s Market Cap and Style models for August. The Market Cap model continues to recommend mid cap and the Style model remains on a neutral reading between growth and value. With no changes to this month’s signals, clients following the models will continue to own the S&P […]
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 […]
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Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
