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.


Global markets bounced hard off their 2/11/16 lows and the rally has been furious. Although this rally has caused us to barely re-enter REITs, it is worth noting that stocks are very overbought** here and the overall pattern of the markets continues to resemble one with more short-term downside risk than upside opportunity. I would not be surprised if the REIT trade was reversed in a month or two. This is why we have a rules-based discipline-to reduce the guess-work and emotion. On a brighter note, natural resource equities and commodities have strengthened recently and may present an entry opportunity soon. This will likely happen at a much lower price point than was the exit, since the entry trigger points are now much lower than when we previously exited. As always contact your wealth manager to discuss your personal situation.

Thank you for your trust.

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