We email the status of our WealthProtect System* monthly and give probability (Low, Mid, High) of a change in status within the next two months. We also include a commentary on actions taken this month as well as changes in overall asset allocation.
Developed foreign equities triggered in this month while commodities, on the back of weaker oil, exited. Whipsaws are always a pain, but are a natural part of trend following systems such as our WealthProtect System. Please contact your Client Wealth Manager to discuss your personal portfolio.
Thank you for your trust.