There are no changes to the recommendations from Northlake’s Market Cap and Style models for April. The Market Cap model remains on a mid cap signal for the second consecutive month and the Style model favors growth for the fourth straight month. With no changes, client positions in the S&P 400 Mid Cap (MDY), the […]
Northlake’s Market Cap model shifted from large cap to mid cap for March after a six month run favoring large caps. As a result, client positions in large cap (S&P 500/SPY or Russell 1000/IWB) have been sold and proceeds reinvested into the S&P 400 Mid Cap (MDY). There is no change to the growth signal […]
There are no changes to the signals from Northlake’s Market Cap and Style models. Large Cap and Growth remain the favored themes. This is the 6th straight month for large cap and the 2nd straight month for growth. Client positions in the S&P 500 (SPY) and Russell 1000 (IWB) and the Russell 1000 Growth (IWF) […]
Effective 1/1/19, Northlake’s Style model moved back to Growth after four months at neutral. The Market Cap model remains on a large cap signal for the fifth consecutive month. Client positions in the Russell 1000 Value (IWD) or S&P 500 500 Value (SPYV) have been sold with proceeds reinvested into the Russell 1000 Growth (IWF) […]
For the third month in a row, there were no changes to the signals provided by Northlake’s thematic models. Northlake’s Market Cap model remained on a large cap signal for November, and the Style model remained neutral between growth and value. Current client positions in the S&P 500 (SPY) will continue to be held for […]
There was very little moved in the indicators underlying Northlake’s Market Cap and Style models for October. As a result, neither model triggered a new signal. The Market Cap model still favors large caps and the Style model is neutral on growth vs. value. Current client positions in the S&P 500 (SPY) will be held […]
Each of Northlake’s models shifted for September. The Market Cap model is now recommending large cap and the Style model is at neutral. Each of these signals moved after just one month and went back to the prevailing themes that began in June. Given the new signals, client positions in the S&P 400 Mid Cap […]
Both of Northlake’s thematic models sent new signals for August. The Market Cap model shifted from large cap to mid cap, while the Style model moved from neutral back to growth. As a result of the new signals, client positions in the S&P 500 (SPY) and Russell 1000 Value (IWD) were sold and proceeds reinvested […]
There are no changes to the recommendations from Northlake’s thematic models for July. The Market Cap model is recommending large cap for the fourth consecutive month and the Style model has a neutral reading for the second consecutive month. With no changes, Northlake client assets following the Market Cap model will remain invested in the […]
Northlake’s Style model flipped from Growth to Neutral for June. The Market Cap model continues to register an extremely strong large cap signal. As a result of the new Style signal, one half of client holdings in the Russell 1000 Growth (IWF) have been sold and proceeds reinvested into the Russell 1000 Value (IWD). Client […]
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Mail
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Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
