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 […]
Each of Northlake’s models flashed a new signal for October. The Market Cap model shifts from large cap to mid cap after four months favoring large cap. The Style model moves to growth after two consecutive months at value. In response to the new signals, client positions following the models that owned the S&P 500 […]
There are no changes to the signals from Northlake’s Market Cap and Style models for September. The Market Cap model is recommending large cap for the fourth straight month, while the new neutral signal generated last month by the Style model stays in place. As a result of the latest model update, clients will continue […]
There are no changes to the signals from Northlake’s Market Cap and Style models for June. The Market Cap model is recommending large cap for the second consecutive month and the Style model is again recommending growth. With no changes, client positions following the models will continue to be invested in the S&P 500 (SPY) […]
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Bayfield, WI 54814
tim@northlakecapital.com
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