On the 15th of each month we publish a free Internet newsletter (e-letter) that provides the information you need to follow the Barometer strategy. Each issue includes the following:

  • The current Stock and Bond Barometer readings with a statement indicating whether the prospects are favorable or unfavorable for the respective asset class – under the current economic and market conditions.
  • The resulting recommendation for asset allocation, as reflected in our Model Portfolio, based on the Barometer readings and our dynamic portfolio management process.
  • The updated track record of the Barometer Model Portfolio versus selected benchmarks for the prior month and the prior 12 months.
  • A monthly commentary that provides perspective on recent economic and market events within the context of our investment strategy.

This newsletter provides clear recommendations and unambiguous performance metrics to allow you to implement the Barometer Investment Strategy and to track the performance of your portfolio.

Please click on the button below to view a recent newsletter in PDF format.

Sample Barometer Capital Report