Illustrating our Sailing and Rowing Investment Philosophy and last week's performance
September 7, 2021
Welcome to Wealth Enhancement & Preservation’s Market Minute, where we get to update you on everything that happened in the financial markets this past week. We’re coming to you on Tuesday this week after the Labor Day holiday; we hope you all enjoyed the long weekend! My name is Cody Moore, and I am a Wealth Advisor at Wealth E&P and work out our Alpharetta, Georgia office.
Last week we saw a great performance in the markets. As you can see below, our Tactical Dynamic strategy was right in line with the S&P 500, which is exactly what our goal is for that portfolio, as it was up 1.5% on the week.
All of our indicators are still pointing positive and our All-Weather scoring is a 40 out of 40, indicating to stay aggressive and to keep capturing gains while things are going well.
We've mentioned "sailing and rowing" a few different times each week, so we want to dive into really what that means. The “sailing” piece is going to be more of a traditional, strategic approach with equities, and the “rowing” portion is really going to seek to just aid the “sailing” piece.
Right now, our Tactical Dynamic strategy that we showed above is one of these rowing strategies; it is in equities and is continuing to help capture gains there.
However, as we monitor our indicators and at some point they tell us that something is on the horizon, they will shift into less volatile markets and even into our bear market strategy when the case arises. This is to really continue to drive gains and make sure we minimize losses as much as we possibly can.
If you have any additional questions for us, if you want a risk profile, or if you would like a retirement projection, please feel free to reach out or visit www.wealthep.com. Otherwise, stay tuned for our next Market Minute next week!
At Wealth Enhancement & Preservation, we are here to serve as your financial advisor and source of support in the Alpharetta, GA, Cartersville, GA, and Charleston, SC areas. Our advisors are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.