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.


Equities continued to be in a yo-yo pattern with commodity-linked investments continuing to have a tough time. Our system did not trigger, although it was again close for large caps. As we come to the end of a frustrating year with most portfolios modestly negative, keep in mind that the current action of the market is broadly negative and we believe that patience is the best course of action.

Have a blessed Christmas.

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