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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
Rather than focusing on valuation or fundamentals, momentum strategies use price behavior and relative performance to identify securities that are gaining or losing strength. One would think that, given the massive rotation trade and the resulting gaps in relative performance between various sectors and factors, momentum strategies would be doing well. While some such strategies are doing very well, others aren’t. A flaw in some momentum...
Portfolio Trade Alert – February 13, 2026
Trade Alert - Equity & ETF Models
We rebalanced some of our overbought positions in the equity model back to model weights. Other than GEV, which is a growth stock, the trade included four value stocks (WMT, VZ, KMI, and MO). The value – growth trade is getting long in the tooth. Thus, we are taking some profits. We are not...
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.
The Weak Dollar Narrative – RIA
🔎 At a Glance
🏛️ Market Brief – February Lives Up To Its Name
We noted last week
