WealthProtect Status Update: April 2015

WealthProtect Status Update

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.


The WealthProtect System did not trigger this month, although emerging foreign equities were super close to triggering in. Generally, year to date foreign equities have outperformed US equities, which is in direct contrast to last year. Natural resource equities have improved somewhat and commodities seem to have stopped getting worse. Both are far from triggering in. So far this year's market action seems quite different than last year. We continue to be of the opinion that US stocks are richly valued and that a properly diversified portfolio with a tactical overlay such as our WealthProtect System is a preferred strategy over buy and hold US equities.

Thanks for your trust.

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