| Strategy | Position | Current Market Reading |
| Trend | 🟢 Engaged | Our trend strategy is fully invested in U.S. equity positions. |
| Momentum | 🟢 Engaged | Our momentum strategy is fully invested in U.S. equity positions. |
| Tactical blend | 🟢 Engaged | Positioned with exposure to capture market upside. |
Understanding our market readings.
The meter above shows MSCM’s recent reading of US Equity Markets. The color summarizes our internal data-driven view of how the current equity markets are behaving with respect to trend and momentum, two prevalent market factors that we utilize in our tactical investing strategies.
What the colors mean.
🟢 Green (Engaged): High equity exposure, positioned to participate in market upside
🟡 Yellow (Neutral): Blended positioning, not fully exposed to US equity
🔴 Red (Defensive): Low or no equity exposure, positioned to protect capital
Last status change.
Our trend strategy moved to being fully allocated to US equity after several weeks being defensive during the Nasdaq’s September pullback.
Our momentum strategy rotated into biotech, energy, and healthcare positions for the 4th quarter.
Investment process.
We run quantitative, rules-based, fully tactical strategies. Why?
It’s unemotional, ignores the news that drives noise in the markets, and instead focuses us solely and relentlessly on how the US stock market is actually behaving each day.
We also serve as sub-adviser to an ETF. Click here to learn more about the ETF and see the current holdings.
The information contained in this material is current only as of the date noted and reflects the views, data and market conditions at a point in time. Market conditions, portfolio holdings, and other factors may have changed since that date. MSCM undertakes no duty to update the information contained herein. Past performance is not a guarantee of future results.
This information is not an offer to buy or a solicitation to sell any security or investment product. Such an offer or solicitation is made only by the securities’ or investment products’ issuer or sponsor through a prospectus or other offering documentation.