OTM Market Update December 27

  • The S&P large cap index gained 0.9% last week, rising to 2088.77.
  • The Russell 2000 small cap index gained 1.6% last week to 1215.21.
  • Long Bonds (TLT) lost 1.2% last week to 124.41.
  • Asset Allocation Model: unchanged at  49% Stocks, 32% Bonds, 19% Optional.

The market is “in gear”, as Micro, Small, Medium and Large-Cap models are all “BUY”, while negatively correlated assets such as Gold and Long Bonds dropped as would be expected.   Now would be a good time to look at your important asset allocation percentages, and adjust your positions accordingly keeping in mind the tax implications of gains and losses.

This should be a light holiday week of trading upcoming, with light volume and little major change.

12272014 Asset Alloc
12272014 TLT
12272014 GSPC

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