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A CLOSER LOOK AT OUR TACTICAL POSITIONING TARGETS
Some Meeder Portfolio strategies utilize our Defensive Equity Strategy to determine what portion of the portfolio’s equity sleeve will be invested in the equity markets. The dynamic statistical model analyzes and ranks over 70 different factors from our short, intermediate, and long term models to estimate the potential reward and marketplace risk of the equity markets. When the model indicates that the risks of the stock market may be greater than its potential rewards, the portfolios can scale back their equity exposure.
October 14, 2024
QUICK TAKE
The long-term model remains negative as elevated valuations, particularly within a higher interest rate environment, continue to weigh on the model.

The S&P 500 reached all-time highs to end the week.  A combination of strong equity market momentum and breadth are keeping the short-term model in very positive territory.
 
Despite a slight uptick in the RISK component of our model as of late, overall RISK remains low, which has historically been a positive sign for the equity market.  The VIX, which measures expected equity market volatility, finished the week below its 5-year average.



          
This material is provided for informational and educational purposes only and does not constitute a recommendation or investment advice regarding the suitability of any portfolio for your particular circumstances. Portfolio allocation, opinions and forecasts regarding markets, securities, products, portfolios or holdings are given as of the date provided and are subject to change at any time.

Asset allocation and diversification do not assure a profit or protect against loss. All investments carry a certain amount of risk and there is no guarantee that any strategy will achieve its investment objective.

Investment advisory services provided by Meeder Asset Management, Inc.