WealthProtect Status Update: May 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.

WealthProtect Status Update: May 2015

Commentary

The WealthProtect System again did not trigger. The only major change was that natural resource equities have had a solid rally (tied to the recent rise of oil prices) which has increased the likelihood of triggering back in within a few months. Emerging market equities continue to be very close to triggering in. The biggest event in the capital markets has been a bond sell-off as interest rates have risen very sharply in just a few weeks. We believe that while interest rates will eventually rise, at this point this is most likely a move to the upper end of a range we have seen for some time.

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