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.

Commentary

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.

Account View