There are no changes to the recommendations from Northlake’s Market Cap and Style models following the November update. The Market Cap model favors Mid Cap for the 4th consecutive month and the Style model remains neutral on growth vs value for the sixth straight month. This type of consistency is typical as the models are […]
There are no changes to the recommendations from Northlake’s Market Cap or Style model to start 2024. We are sticking with Mid Cap and Growth. Client positions following the models will continue to own the S&P 400 Mid Cap (MDY) and the Russell 1000 Growth (IWF) for at least another month. There is underlying movement […]
Northlake’s Market Cap model flipped from Large Cap to Mid Cap for December. Client positions following the model sold holdings in the S&P 500 (SPY) and reinvested the proceeds in the S&P 400 Mid Cap (MDY). Clients using thematic strategies but not our models already have exposure to mid and small cap through core positions […]
Northlake’s Market Cap and Style models again favor large cap and growth for November. As a result, client portfolios that use the models will continue to own the S&P 500 (SPY) and the Russell 1000 Growth (IWF) for at least another month. Clients using thematic strategies but not Northlake’s models have exposure to large cap […]
After a rough stretch for small cap stocks, Northlake’s Market Cap model shifted from mid cap to large cap. The change was driven mostly by technical and trend indicators that took their cue from the underperformance of small cap stocks in the August and September correction. The external indicators were less decisive, but one factor […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models for September. The Market Cap model favors mid cap for the third straight month, while the Style model is recommending growth for the sixth consecutive month. Client positions that follow the models will remain invested in the S&P 400 Mid Cap […]
Northlake’s Market Cap and Style models continue to favor midcap and growth following the latest updates. Client accounts using Northlake’s models will hold the S&P 400 Mid Cap (MDY) and the Russell 1000 Growth (IWF) for at least one more month. The Market Cap model shifted to midcap last month and the new reading shows […]
During June, the stock market rally expanded beyond large cap growth and megacap tech to include small and mid cap. The S&P 400 mid cap was the best performer among the major capitalization weighted indices in June, producing a total return of 9.2%. The small cap Russell 2000 was next best at 8.0%. The S&P […]
We are sticking with our recommendations for Large Cap and Growth after reviewing the latest output from Northlake’s Market Cap and Style models. For client assets following the models, this means we will hold the S&P 500 (SPY) and the Russell 1000 Growth (IWF) for at least another month. Clients using thematic strategies but not […]
There are no changes to the signals from Northlake’s Market Cap and Style models after the latest update. Last month the models switched to Large Cap and Growth and fresh data shows those signals are even stronger. The technical and trend indicators are leading the way which is not a surprise given the widely discussed […]
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Mail
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Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
