WealthProtect Status Update: March 2015
- Regi Armstrong
- Mar 20, 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
Our developed foreign equities triggered in this month for some of our accounts, but barely. Developed foreign equities have outperformed US stocks so far this year and this showed up in our trigger. Since it barely triggered in, however, it would not be surprising for it to reverse if markets were to decline sharply. Most other equities have had a difficult time the past few weeks. Volatility certainly seems to have made a comeback. Fundamentally, we view US equities as significantly overvalued and foreign equities in general somewhat undervalued.
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.
The forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
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