Wealth Protect Status Update: October 2016
- Reginald A.T. Armstrong, CPWA®
- Oct 14, 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
Despite a lot of volatility in the past month, most market segments have not moved a heck of a lot, except for Real Estate Investment Trusts, which suffered from expectations of rising US interest rates. Commodities strengthened again causing this asset class to trigger in. We remain nervous, but disciplined, investment managers. I know everyone is also nervous about the election and the ramifications the results have for the economy and markets. Just remember that it is the emotional investor that usually gets hurt; it is the disciplined investor that usually fares better. Our disciplined, rules-based approach is designed to take the emotion out of investing and to help relieve some of the worry.
Thanks as always 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.
Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
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