There are no changes to the recommendations from Northlake’s Market Cap and Style models for November. For our Market Cap theme, we continue to favor mid cap. In our Style theme, we remain neutral between growth and value. There will be no changes to client positions in the S&P 400 Mid Cap (MDY) or the […]
The October model update results in moving to neutral on the growth vs value theme in the Style model. As a result, we have completed the sale of one half of client positions in the Russell 1000 Growth (IWF) and reinvested the proceeds into the Russell 1000 Value (IWD). We are sticking with the S&P […]
After reviewing our models, there are changes to both the Market Cap and Style exposure. The changes are driven by a shift in Market Cap exposure from small cap to mid cap. This change leads to a move from small cap growth to large cap growth. We only maintain small cap exposure in Style if […]
There are no changes to the signals from Northlake’s Market Cap and Style models for August. Last month, we shifted to small caps and small cap growth and these signals remain in place. Client positions following the models will remain invested in the Russell 2000 (IWM) and the Russell 1000 Growth (IWO) for at least […]
Northlake’s Market model shifted to small cap for the first time since 2017. This is the culmination of a gradual move in the model in favor small cap over the last four months. Client positions following the model will sell holdings in the S&P 400 Mid Cap (MDY) and reinvest the proceeds in the Russell […]
There are no changes to the signals from Northlake’s Market Cap and Style models for June. Last month’s new recommendation of mid cap is in place for a second month, and growth remains preferred for the fifth consecutive month. With no changes, client positions following the models and invested in the S&P 400 Mid Cap […]
Northlake’s Market Cap model shifted from large cap to a weak mid cap signal for May. We are using discretion and waiting to make the change in client portfolios given the ongoing market volatility and uncertainty about progress of reopening the economy while containing the pandemic. Moving to mid cap adds a higher risk, higher […]
Northlake’s Market Cap model shifted from mid cap to large cap, primarily reflecting the history of large caps holding up better during bear markets. The Style model is sticking with growth which makes sense given growth companies are less sensitive to the cyclical impact of recessions. We swapped remaining client positions in mid cap to […]
There are no changes to the recommendations from Northlake’s models for March. The Market Cap model remains on a mid cap signal and the Style model is still recommending growth. There will be no changes to client positions following the models and currently invested in the S&P 400 Mid Cap (MDY), the Russell 1000 Growth […]
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). […]
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Mail
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Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
