INVESTMENT MANAGEMENT
MOMENTUM
current reading
positive
MOMENTUM
The CBOE Volatility Index dropped below 15 for the first time since February, while bullish sentiment outweighed bearishness among individual investors for the first time all year.
Although we’re entering into a historically difficult season for stocks, our Momentum Dial remains Positive through the end of July.
ECONOMIC FUNDAMENTALS
current reading
negative
ECONOMIC FUNDAMENTALS
The jobs report for July came in below expectations at just 73,000 jobs added for the month, while data from May and June were revised lower by a whopping 258,000, an early indication of potential strain in what had previously been a robust employment market.
We’re seeing evidence that AI may be limiting job opportunities in entry level positions, which could help explain this flagging employment data. As such, our Fundamental Dial remains Negative.
MARKET VALUATION
current reading
negative
MARKET VALUATION
After years of relative calm in the IPO market, the $20 billion debut of Figma, a software company led by 33-year-old CEO Dylan Field that booked just $228 million in Q1 revenue, suggests that “irrational exuberance” may be returning to certain corners of the tech market. These frothy conditions leave our Valuation Dial in a Negative position.
On balance, our composite positioning remains somewhat defensive, with one dial in a Positive position but two dials remaining Negative.
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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.
