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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

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Alien Technology: Are ETFs Getting Too Creative?

By Michael Lebowitz and Lance Roberts | Feb 21, 2025 | Daily Market Commentary
The ETF industry has undoubtedly gotten creative over the last few years. However, nothing tops the latest ETF proposed by Tuttle Capital. Per its SEC registration, the Tuttle Capital UFO Disclosure AI Powered ETF (UFOD) will purportedly invest over 80% of the fund’s assets in companies that they believe “have potential exposure to advanced or ‘reverse-engineered’ alien technology, spurred by disclosures about UFOs and alleged...
Portfolio Trade Alert – February 18, 2025

Portfolio Trade Alert – February 18, 2025

By Lance Roberts | Feb 18, 2025 | PRO TRADING
Trade Alert - Dividend Equity Model Today, we are rebalancing the Dividend Equity Model. Several stocks like META have grown well outside their portfolio target weights. Others, like MSFT have declined below their targets. With the market trading at elevated levels, we are taking the opportunity to rebalance p...
Friday Favorites: Snowflake (SNOW)

Friday Favorites: Snowflake (SNOW)

By Michael Lebowitz | Dec 20, 2024 | PRO BLOG
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.  
The Stability-Instability Paradox – RIA

The Stability-Instability Paradox – RIA

By Lance Roberts | Feb 15, 2025 | PRO NEWSLETTER
Inside This Week’s Bull Bear Report The Stability-Instability Paradox How We Are Trading It Research Report – Tariffs Are Not As Bearish As Headlines Suggest You...