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 Mid Developed Foreign Equities In High Emerging Foreign Equities Out High Real Estate Equities In High Natural Resource Equities In High Commodities Out Low Energy MLPs In Low
Our system triggered an exit for emerging foreign equities at the end of June, and almost triggered for developed foreign, natural resource, and real estate equities. Rising interest rates again punished bonds in the past month. By the time you receive this we will have rebalanced your portfolios to exit emerging markets, added energy MLPs, and adjusted our bond mix to attempt to better handle rising interest rates.