There are no changes to the recommendations from Northlake’s Market Cap and Style models for the month of September. Mid Cap and Growth continue as the favored themes. As a result, current client positions that follow the models will remain invested in the S&P 400 Mid Cap (MDY) and the Russell 1000 Growth (IWF). The […]
After a two month run at large cap, Northlake’s Market Cap model shifted to mid cap for August. As a result, Northlake client positions invested in the models have sold the S&P 500 (SPY) and reinvested in the S&P 400 Mid Cap (MDY). There is no change to the large cap growth signal coming from […]
There are no changes to the signals from Northlake’s Market Cap and Style models for July. The Market Cap model is recommending large cap for the second consecutive month and the Style model favors large cap growth, as it has since November 2014. Given the latest model readings, Northlake client positions following the models will […]
After six months favoring Mid Cap, Northlake’s Market Cap model shifted to a Large Cap recommendation for June. As a result, Northlake client positions held in the S&P 400 Mid Cap (MDY) were sold and the proceeds were reinvested in the S&P 500 (SPY). The Style model continues to recommend Growth over Value, as it […]
Northlake’s Market Cap and Style models are sticking with their recommendations of mid cap and large cap growth. As a result, client positions that follow the models will remain invested in the S&P 400 Mid Cap (MDY) and the Russell 1000 Growth (IWD) for at least another month. The Market Cap model moved very slightly […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models for March. Mid Cap and Large Cap Growth remain the favored themes. As a result, client positions held in the S&P 400 Mid Cap (MDY) and the Russell 1000 Growth (IWD) will be held at least another month. There was a […]
There are no changes to the recommendations from Northlake’ Market Cap and Style models for February. Mid Cap and Large Cap Growth remain the favored themes. As a result, client positions following Northlake’s models will remain invested in the S&P 400 Mid Cap (MDY) and the Russell 1000 Growth (IWF) for at least another month. […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models for January. The Market Cap model continues to favor mid cap and the Style model still likes large cap growth. With no changes to the recommendations for January, client positions following Northlake models will be maintained in the S&P 400 Mid […]
Over the past couple of months I have been working with Ned Davis Research on updates to Northlake’s Market Cap and Style models. Ned Davis originally developed these models about 20 years ago and I began using them around 1999. During this time, I have periodically worked with Ned Davis to analyze the models. The […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models for October. The Market Cap model is recommending large caps for the second consecutive month. The Style model is sticking with value, which was first recommended in April. With no changes to the favored themes for October, client portfolios using the […]
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