Northlake’s Market Capitalization and Style models are unchanged once again in December, leaving in place the signals favoring Mid Cap and Value. Consequently, current client investments in the S&P 400 Mid Cap ETF (MDY) and the Russell 2000 Value ETF (IWN) will remain in place. Any cash reserves invested in ETFs in the coming month […]
There were no changes to Northlake’s model signals for November. The Market Capitalization Model continues to favor Mid Caps and the Style Model continues to favor Value. There was some movement toward Small Caps in the Market Capitalization model (but not enough to switch the signal), leaving it on the cusp of a shift from […]
For October, Northlake’s Market Capitalization favors Mid Cap, a change from the prior two months when Large Cap was favored. Northlake’s Style Model for October remains firmly in Value mode….
No changes to the signals from Northlake’s Market Capitalization and Style models for September. The Market Cap model signal favors Large Cap. This model favored either small or mid cap from late 1999 through May of 2004. A Large Cap signal emerged in June but shifted back to Mid Cap in July. August and September […]
The market staged a comback at the end of the month on low volume enabling the S&P 500 to eke out a small gain of about 3/10ths of 1%. Our models and special situations worked well last month with all four special situation stocks up and the August signals from both models working effectively. Northlake’s […]
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Bayfield, WI 54814
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Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
