Golden Years Up More Than In-Betweener

All GWM Model Portfolios continue to gain even as the market crumbles. Our recent analysis of the market proved not only to be correct, but very timely. Our Smart Stops risk management strategy took us out of equities early on and our Market-Direction-Model (MDM) has constrained us from re-entering equities for the most part.

Our market scanning capabilities helped us identify what was working in the market. Gold, Swiss Francs and higher quality bonds rose to the top of our buy list. I might add that due to parabolic moves up, gold and US Treasuries are getting very over valued; I will probably begin reducing these positions once again very soon.

Due to the differences in folio weightings in GWM Model Portfolios, our more conservative GWM models are out-performing our more aggressive models.

Year-to-Date performance charts for Golden Years and the In-Betweener are shown below. You will note that we are gaining daily.

* Performance reports are generated from actual client accounts housed at our lead custodian, Folio Institutional. Due to inherent constraints, performance will vary for accounts held at Pershing, Rydex and Monument Advisors.

This blog post does not constitute an offer of investment advice. This blog is only provided for educational purposes. Please read the Important Blog Disclosure posted in the right channel bar.

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