Wealth Protect Status Update: March 2016
- Regi Armstrong
- Mar 16, 2016
- 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
Global markets bounced hard off their 2/11/16 lows and the rally has been furious. Although this rally has caused us to barely re-enter REITs, it is worth noting that stocks are very overbought** here and the overall pattern of the markets continues to resemble one with more short-term downside risk than upside opportunity. I would not be surprised if the REIT trade was reversed in a month or two. This is why we have a rules-based discipline-to reduce the guess-work and emotion. On a brighter note, natural resource equities and commodities have strengthened recently and may present an entry opportunity soon. This will likely happen at a much lower price point than was the exit, since the entry trigger points are now much lower than when we previously exited. As always contact your wealth manager to discuss your personal situation.
Thank you 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.
** www.realinvestmentadvice.com
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.
Comments