Portfolio Trade Alert – August 17, 2026
Written by Lance Roberts | Aug 17, 2026 | PRO TRADINGWe are swapping AVGO for AMD in the Equity Model.
> Read MoreWe are swapping AVGO for AMD in the Equity Model.
> Read MoreToday we are rebalancing the Energy and All-Weather Thematic Models
> Read MoreToday we are rebalancing the equity and the growth equity dividend models. We are swapping OKE for WMB, and GS for BLK. The rest of the portfolio actions are just rebalancing positions to target weights.
> Read MoreWe are rebalancing and recalibrating three of the thematic portfolios today. The Growth Focused, Crypto and Small and Mid Cap portfolios. Next week we adjust and rebalance others.
> Read MoreIn the equity model we are selling SYK and adding 1% to DUK to increase po
> Read MoreWe are rebalancing our growth/value weightings in the factor rotation model and sector model.
> Read MoreIn the equity model we are selling DUK and PG, and adding KO, WMT, COST and AEP. In the ETF model, we are trimming XLK, and adding to XLB, XLU, XLP, and XLV.
> Read MoreIn the Factor Rotation Model, we are rebalancing selected positions to their model weights. Please see the transactions page for details.
> Read MoreIn the equity model we are reducing NVDA, MSFT, APLD, AVGO, and VRT. In the ETF model we are reducing XLK
> Read MoreIn the equity model we are reducing JPM, AAPL, AMZN, and GOOG and adding to RTX and LLY.
> Read MoreWe are introducing a new thematic model: the International model.
> Read MoreIn the sector model, we are selling 8% of MGK (Mega Cap Growth) and buying 8% of VTV (Vanguard Value). In the equity model, we are adding PG and taking profits in GEV, AMZN, MSFT, and NVDA.
> Read MoreWe are making numerous trades across multiple portfolios.
> Read MoreIn the equity model we are adding to RTX and initiating positions in AVGO, VRT, and APLD.
> Read MoreIn the equity model we are shifting exposure within the software sector. We are selling PANW and adding exposure to PLTR, as PANW is exposed to significant competition risk from AI.
> Read MoreIn the equity and sector models we are selling CRM, NOW, and IGV. The bearish AI narrative still weighs heavily on the sector despite significant losses.
> Read MoreIn the equity and sector models we are selling SH and adding exposure primarily to the large cap technology companies.
> Read MoreIn both the Equity and ETF models we are adding to a temporary short-position (SH) to hedge our portfolios near term.
> Read MoreIn both the Equity and ETF models we are starting a temporary short-position (SH) to hedge our portfolios near term.
> Read MoreWe are re-balancing the energy model to model weights.
> Read MoreThis morning we are raising cash levels in portfolios. In the Equity Model we are selling META, and reducing KMI. In the ETF Model we are selling DIV, and reducing AMLP and MGK.
> Read MoreIn the equity and sector model we are selling NLY and REM respectively.
> Read MoreIn the equity model we are selling MO and V and adding to MSFT, NOW and CRM. In the ETF model we are reducing XLK and MGK and adding IGV.
> Read MoreIn the equity model we are reducing JPM, BRK.B, BLK, DUK, KMI. In the ETF model we are reducing XLF, XLP, and XLI.
> Read MoreIn the equity model we are taking profits by selling five holdings back down to model weights.
> Read MoreIn the Factor Rotation Model, we are shifting the allocation to 80% growth stocks and 20% value stocks.
> Read MoreWe are making changes to our fixed income (IEI/MBB) allocations and reducing mortgage REIT (REM/NLY) holdings in our equity and sector models.
> Read MoreIn the equity model we are selling reducing PANW, PLTR and JPM slightly and adding AAPL heading into earnings.
> Read MoreWe are rebalancing and taking profits in the allocations to precious metals
> Read MoreIn the All Weather model we are selling PG and adding 3.5% to UPS
> Read More