For the month of December, Northlake’s Market Cap model shifted back to large cap. As a result, client positions dedicated to the Market Cap model sold their holdings in the S&P 400 Mid Cap (MDY) and reinvested the proceeds in to the S&P 500 (SPY). The Style model continues to favor value, so client positions […]
After spending two months at large cap, Northlake’s Market Cap model shifted to mid cap for November. There were no significant changes in the underlying factors in the models. Rather, there was just movement within each model that led to a small change in the overall model reading. Since the large cap signal was not […]
There were no changes to the signals from Northlake’s Market Cap and Style models for October. The new large cap signal remains in place for a second month and the value signal is now entering its fourth month. With no changes for October, clients will continue to own the S&P 500 (SPY) representing large cap […]
After five months favoring Mid Cap, Northlake’s Market Cap model switched to a Large Cap signal for September. As a result of the switch, client positions in the S&P 400 Mid Cap (MDY) have been sold and the proceeds reinvested into the S&P 500 (SPY). The Style model is recommending Value for the second consecutive […]
After twelve months favoring growth, Northlake’s Style model shifted to value for August. As a result, all client positions in the Russell 1000 Growth (IWF) have been sold and the proceeds reinvested in the Russell 1000 Value (IWD). The Market Cap model is still recommending Mid Cap, so all client positions in the S&P 400 […]
There were no changes to Northlake’s Market Cap and Style model signals for June. Mid Cap and Growth continue to be favored. As a result, client positions in the S&P 400 Mid Cap (MDY) and the Russell 100 Growth (IWF) will be maintained for at least another month. It does appear likely that the growth […]
There are no changes to Northlake’s Market Cap and Style model for May. The Market Cap model still favors Mid Cap and the Style model continues to recommend Growth. Client positions in the S&P 400 Mid Cap (MDY) and the Russell 1000 Growth (IWF) will be maintained until at least July. The models reflect a […]
There were no changes to the April signals from Northlake’s Market Cap and Style models. The Market Cap model continues to recommend Mid Cap (MDY) and the Style model still prefers Growth (IWF). As a result, client positions in MDY and IWF will be held for at least another month. There was minimal movement in […]
For the month of April, Northlake’s Market Cap signals switched from favoring small cap to favoring mid cap. As a result, client positions in the Russell 2000 (IWM) have been swapped into the S&P 400 Mid Cap (MDY). The Style model remains on a growth signal so client positions in the Russell 1000 Growth (IWF) […]
There are no changes to Northlake’s models for March. The Market Cap model is recommending small caps for the second consecutive month. The Style model continues to favor growth, as it has since August 2011. With no changes this month, Northlake client assets invested in the models will continue to own the Russell 2000 (IWM)) […]
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Bayfield, WI 54814
tim@northlakecapital.com
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