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A key step in successful portfolio management is to “Focus on the Leaders.” Our proprietary Adaptive Leadership System tells us which classes are likely to outperform given the current environment and is on display in our Leader Board below.
We have found that by paying attention to where the performance is both in the US market and around the world, it is easier to know where to make investments when money becomes available or when portfolio shifts are warranted.
As you review this report on a weekly basis, you will probably recognize that shifts in leadership are slow to develop. Don’t despair, this is a “big picture” overview and it takes time for changes to occur. However, perhaps the best advice we can provide to visitors is to make a habit of spending just a couple of minutes each week with our Leader Board, the Risk Manager Report, and the Market Models.
Our SOTM reports are brief, to the point, and easy to follow. And while these “big picture” reports aren’t sexy or fast moving, we can assure you that by keeping your portfolio “in tune” with the big picture, your performance will improve dramatically over time.
The Leader Board
The analysis and information in this report and on our website is for informational purposes only. No part of the material presented in this report or on our websites is intended as an investment recommendation or investment advice. Neither the information nor any opinion expressed nor any Portfolio constitutes a solicitation to purchase or sell securities or any investment program. The opinions and forecasts expressed are those of the editors of StateoftheMarkets and may not actually come to pass. The opinions and viewpoints regarding the future of the markets should not be construed as recommendations of any specific security nor specific investment advice. Stocks should always consult an investment professional before making any investment.
Any investment decisions must in all cases be made by the reader or by his or her investment adviser. Do NOT ever purchase any security without doing sufficient research. There is no guarantee that the investment objectives outlined will actually come to pass. All opinions expressed herein are subject to change without notice. Neither the editor, employees, nor any of their affiliates shall have any liability for any loss sustained by anyone who has relied on the information provided.
The analysis provided is based on both technical and fundamental research and is provided â??as isâ? without warranty of any kind, either expressed or implied. Although the information contained is derived from sources which are believed to be reliable, they cannot be guaranteed.
The information contained in our websites and StateoftheMarkets publications is provided by Ridge Publishing Co. Inc. (Ridge). One of the principals of Ridge, Mr. David Moenning, is also President and majority shareholder of Heritage Capital Management, Inc. (HCM) a Chicago-based money management firm. HCM is registered with the U.S. Securities and Exchange Commission as an investment adviser. HCM also serves as a sub-advisor to other investment advisory firms. Ridge is a publisher and has not registered as an investment adviser. Neither HCM nor Ridge is registered as a broker-dealer.
Employees and affiliates of HCM and Ridge may at times have positions in the securities referred to and may make purchases or sales of these securities while publications are in circulation. Editors will indicate whether they or HCM has a position in stocks or other securities mentioned in any publication. The disclosures will be accurate as of the time of publication and may change thereafter without notice.
Investments in equities carry an inherent element of risk including the potential for significant loss of principal. Past performance is not an indication of future results.