WealthProtect Status Update: September 2014

WealthProtect Status Update

We email the status of our WealthProtect System* monthly and give the probability (Low, Mid, High) of a change in status within the next two months. We also include a commentary on actions taken this month.

WealthProtect Status Update: September 2014


August was an overall good month for equities, but the beginning of September saw a minor pullback beginning. Downward pressure is being felt in commodities and natural resources. None of our major positions had a trigger, although natural resources have joined developed foreign equities in having a high probability of a trigger. Within domestic equities, larger capitalization stocks are continuing their outperformance over smaller stocks for the time being.

Thanks for your trust.

Get in Touch with us today

SUCCESS! Your message has been sent and we'll contact you shortly.

Account View