Portfolio Compass- Navigating the Markets

The Portfolio Compass provides a snapshot
of LPL Financial Research’s views on equity
& alternative asset classes, the equity
sectors, and fixed income. This biweekly
publication illustrates our current views
and will change as needed over a three- to
12-month time horizon.
Reading the Portfolio Compass
Fundamental, technical, and valuation
characteristics for each category are shown
by colored squares.
Negative, neutral, or positive views are
illustrated by a solid black bar positioned
over the color scale, while an outlined black
bar with an arrow indicates change and
shows the previous view.
Rationales for our views are provided
beneath each category.
Portfolio Compass September 2013

Jason A. Jennings, CFP®
Managing Partner
6 W. 2nd St.
Frederick, MD 21701
240.215.4709 office
240.439.4475 fax
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The CERTIFIED FINANCIAL PLANNER™, CFP® are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).