Sunday, January 3, 2010

Status of Our Vantage Point Investment Models

As of the close on Friday, January 1st, the status of our Vantage Point Models is as follows:

Our Intermediate-Term Stock Model is NEGATIVE as of May 16, 2008.
Our SmallCap Momentum Model is NEGATIVE as of January 4, 2008.

Our Treasury Bond Model is NEGATIVE as of February 20, 2009.
Our High-Yield Bond Model is POSITIVE as of July 24, 2009.

In our relative strength work, we favor:
  • SmallCap funds over LargeCap funds         (since 12/18/09)
  • Value funds over Growth funds                 (since 11/13/09)
  • U.S. funds over Foreign funds                   (since 11/20/09)
  • SmallCap Value over LargeCap Growth     (since 12/18/09)


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