Optimizer 2023 Review
In 2023, political events, Federal Reserve rate hikes, and mixed signals from the S&P 500 impacted the market. The Optimizer adapted to the mixed signals of the market by developing the Clarity Score.
The Coming Storm: The Optimizer and the 2030s Great Depression
The 2030s Great Depression presents both challenges and opportunities for investors. The Optimizer offers a promising approach to weathering the storm. By leveraging data, insightful analysis, and forward-thinking investment decisions, Bellwether Wealth aims to help clients navigate the uncertainties and capitalize on the wealth-creating opportunities that lie ahead.
Optimizer Update | June 13, 2023
As you know, we had trailing stops on some of our Optimizer B positions trigger a few weeks ago.
Since then, our Optimizer A portfolio has been holding up. On June 12th we put half of the cash from our Optimizer B portfolio sales into a similar allocation as the A. However, we are using different ETFs (Vanguard) so we don’t violate wash sale rules as we continue to work through the year.
Optimizer Update | May 16, 2023
Clark Bellin, President of Bellwether Wealth, discusses the current strategy for the Optimizer.
Prosperity in the Age of Decline and Portfolio Management
You may recognize the title above because our friends Brian and Alan Beaulieu authored a book, Prosperity in the Age of Decline in 2014. As the years progress, the data that supports the thesis they spell out in the book continues to get stronger. And ITR Economics continues to update their thoughts. Brian, Alan, and all the economists at ITR Economics are not alone when it comes to anticipating rough roads ahead for people.
Annual Market Insights - The Optimizer & A Look Ahead
The market had a banner year in 2021, with the S&P 500 Index advancing over 25%, according to data from the St. Louis Federal Reserve. But tailwinds that fueled gains in some sectors of the S&P 500 shifted dramatically in 2022.
