INVESTMENT MANAGEMENT
MOMENTUM
current reading
positive
MOMENTUM
The S&P cracked the 7,000 level in January for the first time in history, despite a negative contribution from the previously high-flying technology sector. With the rally in small- and mid-caps and continued strength international, we’re seeing broad-based support for an ongoing bull market. As such, our Momentum Dial remains in a Positive position.
ECONOMIC FUNDAMENTALS
current reading
negative
ECONOMIC FUNDAMENTALS
Consumer confidence fell in January to its lowest level since 2014, surpassing even the pandemic depths of 2020 as job market concerns continue to weigh on individuals’ perception of the economy. This pessimism is starting to impact big ticket spending, with the National Association of Realtors reporting record low pending home sales in January. We continue to keep our Fundamental Dial in a Negative position.
MARKET VALUATION
current reading
negative
MARKET VALUATION
Despite what has been a strong corporate earnings season so far, investors are heavily scrutinizing results to justify stretched valuations, most notably with Microsoft’s stock falling 10% despite beating revenue and earnings expectations given underperformance around AI-related aspects of the business. With stocks priced to perfection around lofty growth expectations, our Valuation Dial remains Negative.
On balance, our composite positioning remains somewhatdefensive, with one dial in a Positive position but two dials remainingNegative.
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AROUND YOUR INVESTMENTS
DISCIPLINED RISK MANAGEMENT
Our investment philosophy, known as the “Three Dials”, factors in three primary indicators: Momentum, Economic Fundamentals and Valuation.
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The Three Dials provide a cohesive reading on the health, or “pulse” of the markets. The Dials provide a passive investment approach, with an active overlay. Each dial adjusts to data-driven indicators for maximized risk efficiency and an optimal allocation of diversified assets within your portfolio.
MONITORING AND REBALANCING
We conduct regular reviews to help ensure that your portfolio is aligned with your investment objectives and is appropriately positioned with the market environment.
TRANSPARENCY AND ACCOUNT AGGREGATION
We offer a secure digital dashboard that serves as a home to all of your connected financial accounts, so you have a complete view of where you stand financially at any point in time.
