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.


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.

Thanks for your trust.

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