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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.
November 11, 2024
QUICK TAKE
Following the presidential election, optimism around economic growth due to a combination of deregulation and tax cuts pushed several U.S. equity market indices to all-time highs.  All short- and long-term trend and momentum factors are positive in the short-term model.

Despite an increase in investor optimism, options and fund flow activity continue to be bearish, which is a positive for the intermediate-term model from a contrarian perspective.  US equity mutual fund and ETF outflows totaled approximately $4.7 billion in the month of October.
 
Market RISK is low as the VIX has fallen to below average levels and the MOVE Index has dropped precipitously back to near average levels.  Historically, these movements in expected equity and bond market volatility have been a positive for near term equity market returns.




          
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.