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 […]
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 […]
Office
20 N 3rd Street
Bayfield, WI 54814
Mail
PO Box 1165
Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
