For the first time since June 2007, Northlake’s Style model is flashing a value signal. The new signal breaks a 15 month run of growth signals. As a result of the new signal, I sold all client positions in the Russell 1000 Growth ETF (IWF) and purchased dollar-for-dollar in the Russell 1000 Value ETF (IWD). […]
For the first time since August 2005, Northlake’s monthly Market Cap model is flashing a small cap signal. As a result, I sold all client and personal positions that tin the S&P 400 Mid Cap (MDY) that track this model and reinvested dollar-for-dollar in the Russell 2000 (IWM). Small caps have outperformed for several months […]
Once again there were no changes to Northlake’s monthly Market Cap and Style models. The Market Cap signal remains mid cap and the Style signal remains growth. As a result, Northlake continues to own the S&P 400 (MDY) and the Russell 1000 Growth (IWF) for assets devoted to this strategy. The Market Cap model remains […]
There were no changes again this month to Northlake’s Market Cap and Style models. The signals continue to flash mid cap and growth. As a result, I am maintaining client and personal positions in the S&P 400 Mid Cap (MDY) and the Russell 1000 Growth (IWF) that are dedicated to this strategy. Both signals weakened […]
There were no changes to Northlake’s Market Cap or Style Model for June. The Market Cap model continues to flash a Mid Cap signal while the Style model remains firmly in growth mode. As a result, client positions in the S&P Mid Cap 400 (MDY) and the Russell 1000 Growth (IWF) are being maintained. The […]
Fresh signals from Northlake’s Market Cap and Style models are in. The Market Cap signal swung back to Mid Cap for May, while the Style signal remains Growth as it has been since last July. As a result of the new signals, I sold all positions in the S&P 500 (SPY) dedicated to this strategy […]
Northlake’s Market Cap model shifted from Mid Cap to Large Cap for April. As a result, I sold all client positions in the S&P 400 ETF (MDY) and swapped into the S&P 500 Spyder (SPY). The underlying indicators in the model were unchanged. This shift occurred because the model is based on two-month smoothing and […]
There were no changes for March to Northlake’s Market Cap and Style models that I use for ETF allocation. The signals remain mid cap and growth. The mid cap signal remains a weak one that could shift back to large cap next month. The growth signal is moderately strong and got a little stronger last […]
There were no changes to Northlake’s Market Cap and Style models for February. The Market Cap model continues to flash a mid cap signal while the Style model remains in growth mode. As always, thanks to Ned Davis Research who originally developed and continues to maintain these models. The Market Cap model swung to mid […]
Northlake’s Market Cap model (courtesy of Ned Davis Research) shifted from a large cap signal to a mid cap signal for January. There was no change in the Style model which continues to flash a growth signal. As a reminder the Market Cap and Style models I use send monthly signals predicting relative performance over […]
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tim@northlakecapital.com
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