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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
On Wednesday, Eli Lilly, the largest holding (15%) in XLV, the State Street healthcare sector ETF, reported earnings well above expectations, and its shares initially rose by 10%. Its fourth-quarter adjusted EPS of $7.54 easily beat the consensus estimate of $6.98. Further boosting Eli Lilly shares, its revenue surged 43% to $19.29 billion, almost $1.5 billion above forecasts.
The impressive growth was largely driven by strong sa...
Portfolio Trade Alert – February 4, 2026
Trade Alert - Factor Rotation Model
The recent outperformance of value over growth has pushed the relationship to an overbought level. Therefore, it is likely that growth outperforms value in the near term. This relationship triggered a trading signal in our Factor Rotation Model; as a result, we are rebalancing the model to favor growth stocks over value.
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.
Bears Are An Endangered Species
🔎 At a Glance
🏛️ Market Brief – Market Volatility Returns
Markets ended the week mixed as investors processed the Federal Reserve’s latest policy decision, rising geopolitical tensions, and the early results of the S&P 500 earnings s...
