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WealthProtect Status Update: September 2013

  • Regi Armstrong
  • Sep 13, 2013
  • 2 min read

by Reginald A.T. Armstrong, CPWA®

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 acommentary on actions taken this month.

Asset Class Status Probability of

Status Change

US Equities In Mid

Developed Foreign Equities In High

Emerging Foreign Equities Out High

Real Estate Equities Out High

Real Estate Investment Trusts In High

Commodities Out High

Energy MLPs In Mid

Commentary

Our system triggered out of Real Estate Investment Trusts at the end of August. US equities had a tough month as did fixed income. Developed foreign equities were negative but less so than US stocks. Emerging foreign equities (which we triggered out of last month) also were sharply negative. Natural resources, on the other hand, had a positive month and commodities (in which we are not currently invested) had a strong month.

*The Armstrong Wealth Management Group WealthProtect System is an investment risk control system designed (but not guaranteed) to limit significant losses in major bear markets (excess of 30% loss from market peak to market trough). It is NOT designed toprevent normal market losses (under 20%). No strategy can assure a profit or protect from a loss. Occasional false signals can reduce returns.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments(s) may be appropriate for you, consult your financial advisor prior to investing. The economic forecasts may not develop as predicted.

Stock investing involves risk including loss of principal. International and emerging market investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

Investing is Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investments objectives of this program will be attained.

The fast price swings in commodities will result in significant volatility in an investor's holdings.

Investing in MLPs involved additional risks as compared to the risks of investing in common stock, including risks related to cash flow, dilutions and voting rights.

MLPs may trade less frequently than larger companies due to their smaller capitalizations which may result in erratic price movement and difficulty in buying and selling. MLPs are subject to significant regulation and may be adversely affected by changes in the regulatory environment including the risk that an MLP could lose its tax status as a partnership. Additional management fees and other expenses are associated with investing in MLPs.

 
 
 

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