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. US markets had a tough January, but made up ground in early February. Economic data points to a fairly strong 4th quarter last year, but also to some weakening this year. Both US equities and US fixed income may be overvalued warranting a cautious approach. This is a time to stick with your strategy; not a time to pile on to whatever has had great returns.
Thanks for your trust.