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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 21, 2023
The short-term model is very positive as 9 of 10 trend and momentum indicators are on. There has also been a significant increase in bearish fund flow activity that has been additive from a contrarian perspective.

 Equity market risk has fallen back to mid-September levels and has moved back into a lower volatility range. Bond market risk continues to fall, though it does remain relatively elevated.

 Investor sentiment has have become more bullish through the November market rally. This above-average bullishness is a negative from a contrarian perspective within the intermediate-term model.

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.