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SimpleVisorTM Insights is where the RIA Professionals post their latest thoughts, commentary and analysis to keep you ahead of ever changing markets. Find our latest commentary and videos below. All of our past articles and videos are archived in each of the links above.
Latest Posts
Corporate executives are sending vastly different messages to their respective investors. Based on one indicator, they must be pretty bearish, yet another reeks of bullishness. Let’s take a look at corporate executives’ Jekyll and Hyde-like behavior and try to make some sense of their actions and what they might portend for their companies.
As we share on the left, courtesy of Sentimentrader, corporate executives have made t...
Portfolio Trade Alert – December 31, 2024
Trade Alert - Equity & ETF Model
To wrap up the year, we are taking a short-term tax loss sell in the Russell 2000 Index ETF (IWM) in both models. However, we are increasing Utilities exposure in both models by 1%. In the ETF Model, we are increasing the iShares Utilities ETF (XLU) to 4.5% of the portfolio. In the Equity Model, we are increasing Ge Vernova (G...
Friday Favorites: Snowflake (SNOW)
Snow is a data storage platform that allows its clients access to data and analysis of their data from the cloud. SNOW shares have been up about 50% over the last few weeks on strong sales and an optimistic outlook, as reflected in its most recent earnings report. However, despite the robust performance, it is still slightly lower for the year and well below its peak in late 2021.
2024 Review – Another 20% Year. What’s Next?
Inside This Week’s Bull Bear Report
2024 Review – Another 20% Year
How We Are Trading It
Research Report – The ACA & The Inflation Of Healthcare
Youtube – Before The Bell...
