WealthProtect Status Update: April 2014
- Regi Armstrong
- Apr 25, 2014
- 2 min read
by Reginald A.T. Armstrong, CPWA®
We send out 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
All major asset classes signaled to remain fully invested this month, therefore there are no changes in allocation. In fact, the diversifying effect of the asset classes we entered last month was evident over the past 30 days as the US large and small cap stocks were choppy. Bonds continue to be positive, but investors should be cautious as any significant rise in interest rates will likely have a negative effect. Thanks for your trust.
*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 to prevent 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.
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 investment objectives of this program will be attained.
The fast price swings in commodities will result in significant volatility in an investor's holdings.
All performance referenced is historical and is no guarantee of future results.
Commenti