INVESTMENT MANAGEMENT
MOMENTUM
current reading
positive
MOMENTUM
Investors haven’t had much opportunity to buy the dip this year, with the S&P seeing its first 5% pullback in November since the April market correction.
But, the ferocity with which buyers stepped in suggests that the bullish appetite for stocks remains, and so our Momentum Dial stays Positive.
ECONOMIC FUNDAMENTALS
current reading
negative
ECONOMIC FUNDAMENTALS
While preliminary data suggests that Black Friday shopping increased from last year, we see many indications of a burdened consumer focusing on bargain items as their outlook over future economic conditions continues to sour.
On balance, our Fundamental Dial remains in a Negative position.
MARKET VALUATION
current reading
negative
MARKET VALUATION
You don’t have to look far these days for warnings about stretched valuations within the AI space, with recent reports from the Bank of England and the Organization for Economic Cooperation and Development voicing concerns about the sustainability of the recent runup in equity prices. As such, our Valuation Dial remains Negative.
On balance, our composite positioning remains somewhat defensive, with one dial in a Positive position but two dials remaining Negative.
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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.
