clearTREND™ – Using the Wisdom of Crowds

Crowdsourcing is a term that’s being used a lot lately. Discover how Appleton Group Wealth Management uses the “wisdom of the crowd” to power clearTREND™ Research.

By |September 12th, 2012|AGWM Research, clearTREND™, Trend-Following|0 Comments

Current Market Trends – 5/2/2011

As has been the case for the last seven months, the market continues to be in the midst of a sustained, rising price-trend environment.  This has been ideal, as it reflects the reality that the markets as a whole continue to be normal, they are experiencing more positive days and weeks than negative ones, and the risks of owning equities right […]

By |May 2nd, 2011|Market and Portfolio Commentary|0 Comments

Current Market Trends – 4/5/2011

Another good couple of weeks for the markets and for all of our managed portfolios.  With the current market environment being quite cooperative, we continue to be nearly fully invested in all major market segments, including U.S. dividend-paying equities, U.S. growth equities, foreign emerging markets, U.S. real estate, commodity-based equities, and high-yield fixed income. […]

Current Market Trends (2/2/2011)

Generally speaking, each of the ETFs used in Appleton Group Wealth Management’s core portfolios (Appleton Group Portfolio, Appleton Group PLUS Portfolio, and Appleton Group Tax Managed Growth Portfolio) is demonstrating a supportive rising price trend at the present time.

The market has remained cooperative over the past four months or so, and as such we have continued to […]

By |February 3rd, 2011|Market and Portfolio Commentary|0 Comments

Year-End Rally Continues

Since the elections back in early November, two market-related events stand out: First, practically every at-risk asset in the marketplace (such as domestic and foreign equities, real estate, commodities, etc.) has demonstrated a strengthening, rising price trend.  Second, the fuel for this advancing market has come at the expense of most fixed-income assets (particularly federal government bonds and municipals).  This is ideal. […]

By |December 23rd, 2010|Market and Portfolio Commentary|0 Comments

Investable Ideas. Engaging Strategies.

That was the theme for Morningstar’s premier ETF Invest Conference that was recently held in Chicago, Illinois. Morningstar gathered industry experts to explore and discuss the latest trends and usage of ETFs.

ETFs, short for exchange traded funds, are a hot topic in the financial industry. According to Morningstar, there is dramatic growth in this […]

By |October 1st, 2010|In the News|0 Comments

The market volatility continues…

The Markets

The market volatility continues over these summer months with triple digit moves both up and down being the norm. The S&P 500 Index, a useful gauge for the markets as a whole, has moved back to near breakeven for the year which is at the mid-point of its 2010 range. In late April the S&P 500 had been up as much as 9.15% but had given back all of its gains and was down by as much as 8.34% in early July. A wild ride in just over eight weeks time! (It is worth noting that the S&P 500 Index (excluding dividends) currently stands exactly where it was in March of 1998.) […]

By |August 12th, 2010|Market and Portfolio Commentary|0 Comments

Stocks continued to slide…

The Markets

On the heels of a tough month of May, stocks continued to slide through much of June. The Dow Jones Industrial Average, which declined by -7.9% during May, shed an additional -3.2% in the first week of June but rebounded +6.5% over the next nine sessions. During this period, the Dow traded on both sides of the 10,000 mark, finishing at 10,451 on the 18th of the month. But concerns over the possibility of a “double dip” recession sent the blue chip average below 10,000 once again, ending the month at 9774. For June, the Dow posted a manageable -3.6% loss. […]

By |July 5th, 2010|Market and Portfolio Commentary|0 Comments

May proved to be a rough month…

The Markets

May proved to be a rough month for the bulls as the global markets suffered their worst monthly percentage losses since February 2009. Coming into the month, all major market segments were continuing to produce slow steady gains. But it was largely downhill for the month as the markets closed lower on fourteen of the last nineteen trading sessions. Volatility is back as well, with the Dow Jones Industrial Average experiencing fourteen triple-digit gains or losses during the month, including a +3.9% advance on May 10th and a -3.6% decline on May 20th. The highlight of the month occurred on May 6th, however in what has become known as the “Flash Crash” when the Dow fell nearly 1,000 points intraday before settling with a 348 point decline. For the month, the Dow posted a loss of -7.9%, ending at 10,137. […]

By |June 1st, 2010|Market and Portfolio Commentary|0 Comments

The Markets continued slow and steady rise…

The Markets

The markets continued their slow and steady rise in April as most of the major averages posted advances for the month. On the heels of a solid March, the Dow Jones Industrial Average charged ahead setting nine new recovery highs for the month. Despite a retreat in the waning days of April, the Dow managed to post a 152 point gain (+1.4%), settling at 11,007. […]

By |May 5th, 2010|Market and Portfolio Commentary|0 Comments