Volatility Creates Opportunity

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by

Alyse Clark
in

If you’re not a current client invested in the Mainsail Equity Model at Northshore Wealth Management, then none of this news applies to you and is not intended as investment advice for you. If you’re not already a client for whom I’ve recommended the Mainsail model, I’ve no way of knowing what investment strategy would be a suitable recommendation for you, if any. Therefore, it would not be in your best judgment to take anything I write as advice that applies to you.

Some investors are in an excellent financial position to take market risk in exchange for growth opportunities. Some are not. Without knowing you, I can only recommend that you hire a trusted financial advisor to determine which moves would be wise for you.

The Mainsail Equity Model will capitalize on this opportune time to increase its position in Apple. While sales growth is slow, AAPL maintains a consistently healthy operating margin, well above its price-to-sales ratio. This earns it a steady place among the stock positions in Mainsail, but Apple is currently oversold and resting on its 200-day moving average. This is an opportunity. There’s no better time to buy a discounted position we already planned to hold for the foreseeable future. Increasing to an overweight position in AAPL is only temporary. Our plan is to rebalance once there’s a gain to capture and restore the cash position for the next buying opportunity. As winds shift, we adjust our sail to keep moving.

For investors in the Mainsail Equity Model, volatility creates opportunity.   

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Northshore Wealth Management

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Alyse Clark is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where she is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. The opinions expressed herein are those of the firm and are subject to change without notice. Any projections or forward-looking statements expressed herein are solely those of the author and may differ from the views or opinions expressed by other firms and are only for general informational purposes as of the date indicated. Past performance of information presented should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the
investment.

The information presented here is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. The advisor has a reasonable belief that this marketing does not include any false or materially misleading statements or omissions of facts regarding services, investment, or client experience. Northshore Wealth Management has a reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences.

Northshore Wealth Management may discuss and display charts, graphs, formulas and/or stock picks which are not intended to be used by themselves to determine which securities to buy or sell or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested.