FYI: Dealing with stormy conditions in January as equity markets sold off, NorthCoast Asset Management made slight adjustments to its ETF retirement portfolios but kept focus on its big picture outlook. “We are still cautiously bullish on global markets and risky assets,” said Patrick Jamin, chief investment officer for NorthCoast. “Our models indicate the recent pullback is a healthy correction and not the start of a longer-term trend.”
Here are highlights from the portfolios for the month:
Regards,
Ted
http://www.investors.com/etfs-and-funds/etfs/northcoast-etf-retirement-portfolios-weather-adversity/
