WealthProtect Status Update: March 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.


Our developed foreign equities triggered in this month for some of our accounts, but barely. Developed foreign equities have outperformed US stocks so far this year and this showed up in our trigger. Since it barely triggered in, however, it would not be surprising for it to reverse if markets were to decline sharply. Most other equities have had a difficult time the past few weeks. Volatility certainly seems to have made a comeback. Fundamentally, we view US equities as significantly overvalued and foreign equities in general somewhat undervalued.

Thanks for your trust.

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