WealthProtect Status Update: January 2015
- Regi Armstrong
- Jan 26, 2015
- 2 min read
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.
Commentary
WealthProtect did not trigger this month, despite increased volatility. The potential fallout from rapidly declining oil prices and the fears of lack of growth in the global economy have recently outweighed good US economic news. With US markets very overvalued and bond yields plumbing new lows (perhaps also showing concern for the economy), we continue to believe prudence will likely be a wise approach. In that vein, we did shift one of our alternative investments and we better managed credit risk by eliminating one of our bond investments. We hope you have a fantastic 2015!
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.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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