There are no changes to the recommendations from Northlake’s models for September. The Market Cap model favors large cap for the second consecutive month. The Style model is recommending value as it has since February. As a result of the latest model readings, there will be no changes to Northlake client holdings that follow the […]
After an eight month run favoring mid cap, Northlake’s Market Cap model shifted to large cap for August. As a result of this shift, client positions in the S&P 400 Mid Cap (MDY) have been sold and proceeds reinvested into the S&P 500 (MDY). There was no change this month to the Style mod, which […]
There are no changes to Northlake’s Market Cap and Style models for July. The favored themes remain Mid Cap and Value for at least another month. Given the strength of the current signals, I think that Mid Cap and Value probably will last at least two more months but given volatile economic data and 2014’s […]
There are no changes to the recommendations of Northlake’s models for June. The Market Cap model continues to recommend mid cap and the Style model still favors value. As a result of the latest signals, Northlake client investments in the S&P 400 Mid Cap (MDY) and the Russell 1000 Value (IWD) will be held for […]
There were no changes in Northlake’s Market Cap or Style models for May. The Market Cap model continues to recommend mid cap and the Style model still favors value. With no changes for May, client positions in the S&P 400 Mid Cap (MDY) and the Russell 1000 Value (IWD) will be held for at least […]
Northlake’s Style model shifted from growth to value for April. As a result, client positions in the Russell 1000 Growth index (IWF) have been sold with proceeds reinvested in the Russell 1000 Value index (IWD). There is no change in the recommendation from the Market Cap model which continues to recommend mid cap. Client positions […]
Northlake’s Style model is now recommending Growth. As a result, client positions in the Russell 1000 Value (IWD) have been sold and proceeds reinvested in the Russell 1000 Growth (IWF). The Value signal had been in place since January 1st. During this time, IWD returned about 35 basis points vs. 171 basis points for IWF, […]
There were no changes to the signals from Northlake’s Market Cap and Style models for February. The Market Cap model continues to favor mid cap and the Style model still recommends value. With no changes to the signals for this month, Northlake client positions in the S&P 400 Mid Cap (MDY) and Russell 1000 Value […]
Northlake’s models start 2014 with a switch from growth to value in the Style model. This change occurs after three months on the growth signal during which growth outperformed value by a little less than 1%. As a result of this fresh signal, all client positions in the Russell 1000 Growth (IWF) were sold and […]
Northlake’s Market Cap model shifted back to Mid Cap after a brief, one month stop at large cap in November. As a result of the new signal, client positions in the Russell 2000 (IWM) were sold and the proceeds were reinvested in the S&P 400 mid Cap (MDY). There was no change to the Style […]
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Mail
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Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
