We are sticking with our current positioning for at least another month after reviewing the latest updates from our Market Cap and Style models. We will continue to hold current positions following the models including the S&P 500 (SPY), Russell 1000 Growth (IWF) and Russell 1000 Value (IWD). We will also stick with our preferences […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models for October. The models continue to favor large cap and remain neutral on growth vs. value. For clients with assets invested in Northlake’s models, positions in the S&P 500 (SPY), Russell 1000 Growth (IWF), and Russell 1000 Value (IWD) will be […]
Northlake’s Market Cap model has been trending toward large cap for several months and the latest update confirmed a new recommendation in favor of the S&P 500. As a result, clients using Northlake’s models will swap current holdings in the S&P 400 Mid Cap (MDY) into the S&P 500 (SPY). We remain neutral on the […]
Despite a tough June and second quarter for our Mid Cap and Value recommendations, we are sticking with these themes. Client positions in the S&P Mid Cap 400 (MDY) and Russell 1000 Value (IWD) that are linked to our Market Cap and Style models will be maintained. For clients not invested in our models but […]
The are no changes to Northlake’s favored themes after the June update. For the third consecutive month, we recommend mid cap and value. Client positions following the models will maintain positions in the S&P 400 Mid Cap (MDY) and the Russell 1000 Value (IWD). Clients using thematic strategies but not invested via the models will […]
There are no changes to the recommendations from Northlake’s Market Cap and Style modes for May. We are sticking with Mid Cap and Value for another month. Current client positions following the models in the S&P 400 Mid Cap (MDY) and Russell 1000 Value (IWD) will be held for at least another month. Clients also […]
We are moving from neutral on growth vs. value to all-in on value effective today. We are sticking with mid cap. As a result, for clients using Northlake’s thematic models, we have sold all client positions in the Russell 1000 Growth (IWF) and reinvested the proceeds into the Russell 1000 Value (IWD). There will be […]
Northlake is swapping out of purely small cap exposure, moving half to mid cap and half to large cap. The large cap is coming from Style exposure as we stay neutral on growth vs. value but move from small cap to large cap ETFs. In Market Cap, the swap is from small cap to mid […]
There are no changes to our thematic recommendations and positions for February. Northlake remains all-in on small cap and neutral on growth vs. value. Clients will continue to hold positions in the Russell 1000 (IWM), the Russell 1000 Growth (IWO), and the Russell 1000 Value (IWN) for at least another month. Small cap did very […]
There are no changes to Northlake’s favored themes for December. We remain neutral on growth versus value and continue to favor mid caps. As a result, current client positions following the models in the Russell 1000 Growth (IWF), the Russell 1000 Value (IWD), and the S&P 400 Mid Cap (MDY) will be held for at […]
Office
20 N 3rd Street
Bayfield, WI 54814
Mail
PO Box 1165
Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
