We send out the status of our WealthProtect System* monthly and give the probability (Low, Mid, High) of a change in status within the next two months. We also include a commentary on actions taken this month.
All major asset classes signaled to remain fully invested this month, therefore there are no changes in allocation. In fact, the diversifying effect of the asset classes we entered last month was evident over the past 30 days as the US large and small cap stocks were choppy. Bonds continue to be positive, but investors should be cautious as any significant rise in interest rates will likely have a negative effect. Thanks for your trust.