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 […]
There were no changes to Northlake’s Market Cap and Style models for December. The signals remain on large cap and growth. As a result, client portfolios continue to own the S&P 500 (SPY) and the Russell 1000 Growth (IWD). It looks like we could get a move in the Market Cap signal fairly soon, however. […]
There were no changes to the signals from Northlake’s Market Cap and Style models for November. Large cap and growth remain favored over small/mid cap and value. There was some shift in favor of small/mid cap and value in the underlying indicators, however. I think the large cap growth trend is likely to stay in […]
There are no changes to the signals from Northlake’s Market Cap and Style models for October. The market cap model continues to flash a strong signal in favor of large cap outperformance. The style model is now flashing its strongest signal since the late 1999/early 2000 market peak for growth stocks. To capitalize on the […]
For the third consecutive month there were no changes to Northlake’s Market Cap and Style models. The signals remain large cap and growth. Client portfolios own the S&P 500 Spyder (SPY) and the iShares Russell 1000 Growth (IWF) to take advantage of the current signals. The large cap signal from the Market Cap model remains […]
There were no changes of Northlake’s Market Cap and Style models for August. The signals continue to be Large Cap and Growth. The large cap signal remains one of the strongest in the close to 400 monthly readings I have going back to 1980. The growth signal move from weak to solid this month and […]
I received the latest monthly updates Sunday night from Northlake’s Market Cap and Style models. The Market Cap model continues to flash a very strong signal in favor of large caps. My data goes back to 1980 and the strength of the large signal is in the top 5% of all monthly readings. The Style […]
There were no changes to Northlake’s Market Cap and Style models for June. The signals remain large cap and value. The large cap signal remains very strong, while the value signal remains weak. As a result of the updated signals, there are no changes to the holdings in the portion of the portfolios I manage […]
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tim@northlakecapital.com
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