There were no changes to the April signals from Northlake’s Market Cap and Style models. The Market Cap model continues to recommend Mid Cap (MDY) and the Style model still prefers Growth (IWF). As a result, client positions in MDY and IWF will be held for at least another month. There was minimal movement in […]
For the month of April, Northlake’s Market Cap signals switched from favoring small cap to favoring mid cap. As a result, client positions in the Russell 2000 (IWM) have been swapped into the S&P 400 Mid Cap (MDY). The Style model remains on a growth signal so client positions in the Russell 1000 Growth (IWF) […]
There are no changes to Northlake’s models for March. The Market Cap model is recommending small caps for the second consecutive month. The Style model continues to favor growth, as it has since August 2011. With no changes this month, Northlake client assets invested in the models will continue to own the Russell 2000 (IWM)) […]
For the first time in 13 months, Northlake’s Market Cap model has a new signal. Beginning February, 2012, the model favors small cap. As a result, Northlake client holdings dedicated to the model have sold the S&P 400 Mid Cap (MDY) and proceeds were reinvested into the Russell 2000 (IWM). There were no changes to […]
Northlake’s Market Cap and Style models begin 2012 as they ended 2011, favoring Mid Cap and Growth. Both themes struggled in December but underlying factors in the models remain in place. As a result of the latest signals, Northlake clients invested in the models will continue to own the S&P 400 Mid Cap (MDY) and […]
Mid Cap and Growth continue to be the favored themes at Northlake Capital Management, LLC. The latest model signals for December showed some underlying but not enough to shift the signals. As a result, for at least another month, Northlake clients using the models will continue to own the S&P 400 Mid Cap (MDY) and […]
There are no changes to Northlake’s Market Cap and Style models for November. Mid Cap and Growth remain the favored themes. As a result, client positions dedicated to these models and currently invested in the S&P 400 Mid Cap (MDY) and the Russell 1000 Growth (IWF) will be maintained for at least another month. For […]
There are no changes to Northlake’s Market Cap and Style models for October. The signals continue to favor Mid Cap and Growth. Underlying indicator movement was modest with a slight shift toward large cap and further movement toward what is now a solid growth signal. With no changes for October, Northlaake clients portfolios will continue […]
Despite lots of volatility in the stock market and the factors underlying Northlake’s Market Cap and Style models, there were no changes to the signals for September. The Market Cap model is still signaling Mid Cap and the Style model remains in Growth mode. As a result of the latest signals, Northlake client positions in […]
As I suspected might occur, Northlake’s Style model shifted from Value to Growth for August. The Market Cap model is unchanged for August. It continues to favor Mid Cap. As a result of the new Growth signal, all client positions in the Russell 1000 Value (IWD) have been swapped into the Russell 1000 Growth (IWF). […]
Office
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Bayfield, WI 54814
Mail
PO Box 1165
Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
