Wealth Protect Status Update: April 2016

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

The rally continues and while I continue to believe this is a short-term rally, our rules-based disciplined did trigger three asset classes back in this month. US Large, US Mid, and Natural Resource equities all triggered in. This brings our typical portfolio's equity exposure to about 50% of normal. US Small caps, both developed and emerging foreign equities, and commodities remained below their trend lines, but emerging markets in particular are close to triggering. The re-entry into natural resource equities comes 18 months after we triggered out in October 2014 with the S&P Global Natural Resources Index at a much lower price. Real Estate Investment Trusts, by the way, have made good progress since our re-entry last month. That being said, it is still quite likely that this is a rally within a longer term decline. We will remain nimble.

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.

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.The prices of small and mid-cap stocks are generally more volatile than large cap stocks. All indices are unmanaged and may not be invested into directly.

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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