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.
Asset Class Status Probability of Status Change US Equities In Low Developed Foreign Equities In Mid Emerging Foreign Equities Out High Real Estate Equities In High Natural Resource Equities In High Commodities Out Mid Energy MLPs In Low
Our system had no changes for August, but emerging foreign equities, natural resources, and real estate equities are all close enough to potentially trigger within the next two months. In fact, it is even possible for natural resources to trigger out before the end of August. The split personality of the equity markets continued in July with US equities continuing to outperform year-to-date, but developed foreign equities finally had a good month. Real estate and natural resources continued to struggle.