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 […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models for May. The Market Cap model is signaling large cap for the second consecutive month, while the Style model remains on a growth signal for the third straight month. As a result of the latest signals, Northlake client accounts following the […]
Northlake’s Market Cap model moved from mid cap to large cap for April. This is the first large cap reading since September 2017. The Market Cap model often moves in stair step fashion from small to mid large and large to mid to small. For December 2017, the signal was small cap, so the new […]
Northlake’s Style model flipped back to growth for March, so client holdings in the Russell 1000 Value (IWD) are being sold and proceeds reinvested into the Russell 1000 Growth (IWF). There is no change to the Market Cap model’s mid cap signal. Positions in the S&P 400 Mid Cap (MDY) will be held another month. […]
Northlake’s Style model moved to a neutral reading for February, showing no favoritism for growth vs. value. This change leads to the sale of one half of client positions in the Russell 1000 Growth (IWF) with proceeds reinvested into the Russell 1000 Value (IWD). IWF and IWD are now equal position sizes in client accounts. […]
Northlake’s Market Cap model shifted from small cap to mid cap to start 2018. The Style model still recommends growth although the underlying indicators shifted strongly toward value. The new mid cap signal shifts the Style model from small cap growth to large growth since the Style model will only be in small cap mode […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models for December. The Market Cap model remains on a small cap signal for the second consecutive month and the Style model favors growth for the third consecutive month. The signals from both models strengthened slightly for December. Client positions following the […]
Northlake’s Market Cap shifted to small cap for November. The Style model still recommends growth. Given these fresh signals, client positions following the Market Cap model will sell holdings in the S&P 400 Mid Cap (MDY) and purchase the Russell 2000 (IWM). Although the growth signal is unchanged, the shift to small cap in the […]
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Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
