Performance
YTD: 9.8%
Performance YTD result is an estimated percentage based on a model account and may not be performance of your account.
As Of: 09/30/2019
Market Exposure
  • Equities
    38%
  • Fixed Income
    50%
  • Cash
    12%
CAN SLIM® Balanced
Strategy Overview:

Balanced is a long-term growth strategy with a balanced approach to capital appreciation and preservation. The strategy combines the CAN SLIM® Investment Program (50%) with the Core Fixed Income strategy (50%). The strategy adheres to a flexible investment mandate that allows for allocation shifts that range between 0%-50% exposure to equities, with a 50% allocation to fixed income.

 

See CAN SLIM® and Core Fixed Income for more details.

Date Update
February 25, 2019

NorthCoast CAN SLIM® was among the top performers in Q4 2018 versus its peer group and recognized as a Top Guns Manager by Informa Investment Solutions' PSN.

“I’m proud of our investment team. 2018, especially the fourth quarter, was a challenging environment for many equity managers, and we’re pleased to see our flagship strategy achieve such a high honor.” - Dan Kraninger, NorthCoast President & CEO

Click the link here to read the entire press release

January 1, 2019

What is your outlook for the U.S. equity market for 2019?

Our global tactical asset allocation (GTAA) model still signals a relatively bullish outlook for the U.S. equities. Strong readings in sentiment and valuation indicators outweigh weaker technicals and recent price pullbacks. 

In 2018, the U.S. economy enjoyed a banner year with real GDP annual growth rate on track to increase by close to 3%, which is the strongest gain of the nearly decade-long expansion. We believe the deficit-financed tax cuts and government spending increases will continue to help the economy grow much of next year. We also expect the labor market to continue to grow and unemployment to stay low by historical standards. 

Despite these positive signals, we do recognize some possibilities of weakness moving forward. The stimulus effect might fade and put downward pressure on the market in the longer term and diminishing labor supply might result in gradually decreasing prices. The ceasefire between the U.S. and China may indicate that the worst of the escalations are behind us. However, the trade tension remains and might contribute to equity volatility. We do expect some market volatility to continue through 2019 despite our model indicating that the odds of a near-term recession remain relatively low.

August 8, 2018

iShares Intermediate-Term Corporate Bond ETF completed a 2-for-1 stock split yesterday that will lower the share price but increase the total number of outstanding shares. For each share of IGIB held, investors will be receiving 1 additional share. The corporate action is being processed intraday 8/8/2018 by most custodians and will be completed by 8/9/2018. The total value of shares outstanding is not affected by the split. The ETF also went through a change of ticker effective August 1, 2018. Previously CIU, the ticker is now IGIB.

 

Click here for additional information on the corporate action. If you have any questions, feel free to contact our advisory team.

March 16, 2016

Marrying a long-term focused hedged equity strategy with a conservative fixed income blend can provide investors portfolio growth and peace of mind. Learn more about CAN SLIM: Balanced.

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