Northlake’s Style model shifted to a full growth recommendation after spending two months neutral on the growth vs. value themes. The Market Cap model continues to recommend mid cap for the third consecutive month. Client positions in the Russell 1000 Value (IWD) have been sold and the proceeds reinvested in the Russell 1000 Growth (IWF). […]
Northlake’s Market Cap and Style models begin 2020 as they ended 2019, favoring mid caps and neutral on growth vs. value. This means that client positions following the models will stay invested in the S&P 400 Mid Cap (MDY), the Russell 1000 Growth (IWF), the S&P 500 Growth (SPYG), and Russell 1000 Value (IWD) for […]
There are no changes to Northlake’s thematic models for December. The new signals initiated at the start of November remain in place. The Market Cap model is recommending mid cap and the Style model is neutral on growth vs value. With no changes to the signals, client positions following the models held in the S&P […]
Both of Northlake’s models are sending new signals for November. The Market Cap model shifted back to mid cap after just two months at large cap. The Style model moved to neutral after ten months at growth. Both shifts reflect slightly improved economic data and reduced risk of a U.S. recession. As a result of […]
There are no changes to recommendations of Northlake’s Market Cap and Style models for October. The Market Cap model favors large cap for a second consecutive month after six prior months recommending mid cap. The growth signal that has been in place since the beginning of 2019 remains for another month. With no changes to […]
After six months recommending mid cap, Northlake’s Market Cap model has shifted to a large cap signal. Current client positions following the model and held in the S&P 400 Mid Cap (MDY) will be sold and the proceeds will be reinvested in the S&P 500 (SPY). Some clients will continue to own mid cap via […]
There are no changes to the latest signals from the Mid Cap and Large Cap Growth signals from Northlake’s Market Cap and Style model. As a result, for at least one more month, client positions following the models will continue to be invested in the S&P 400 Mid Cap (MDY) and either the Russell 1000 […]
For the fifth consecutive month, there is no change to the recommendations from Northlake’s Market Cap and Style models for July. This is toward the top end of the range for recommendation stability across both models. The Market Cap model continues to recommend Mid Cap and the Style model still favors Growth. With no changes […]
There are no changes to the signals from Northlake’s Market Cap and Style models for June. The Market Cap model continues to recommend mid cap, now for the fourth consecutive month. The Style model remains on a growth signal, as it has been throughout 2019. With no changes for June, client positions following the models […]
There are no changes to the recommendations form Northlake’s Market Cap and Style models for April. Growth remains the favored Style as it has been since the start of January. The Mid Cap signal also stays in place for the third consecutive month. With no changes to the model signals, client positions in the S&P […]
Office
20 N 3rd Street
Bayfield, WI 54814
Mail
PO Box 1165
Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
