Today 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.
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Today we are rebalancing the Equity, ETF and Dividend Growth models in full. Please see TRANSACTIONS for each portfolio in the PORTFOLIO section.
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With our Factor Rotation model signaling a change we are rebalancing that model to Value from MegaCap growth. In the ETF model we are reducing MGK and buying VTV. Lastly we increased our position in AEP in the Equity Model.
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We are swapping AVGO for AMD in the Equity Model.
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Today we are rebalancing the Energy and All-Weather Thematic Models
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Today 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.
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We 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.
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In the equity model we are selling SYK and adding 1% to DUK to increase po
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We are rebalancing our growth/value weightings in the factor rotation model and sector model.
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In 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.
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In the Factor Rotation Model, we are rebalancing selected positions to their model weights. Please see the transactions page for details.
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In the equity model we are reducing NVDA, MSFT, APLD, AVGO, and VRT. In the ETF model we are reducing XLK
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In the equity model we are reducing JPM, AAPL, AMZN, and GOOG and adding to RTX and LLY.
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We are introducing a new thematic model: the International model.
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In 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.
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We are making numerous trades across multiple portfolios.
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In the equity model we are adding to RTX and initiating positions in AVGO, VRT, and APLD.
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In 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.
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In 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.
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In the equity and sector models we are selling SH and adding exposure primarily to the large cap technology companies.
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In both the Equity and ETF models we are adding to a temporary short-position (SH) to hedge our portfolios near term.
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In both the Equity and ETF models we are starting a temporary short-position (SH) to hedge our portfolios near term.
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We are re-balancing the energy model to model weights.
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This 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.
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In the equity and sector model we are selling NLY and REM respectively.
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In 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.
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In the equity model we are reducing JPM, BRK.B, BLK, DUK, KMI. In the ETF model we are reducing XLF, XLP, and XLI.
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In the equity model we are taking profits by selling five holdings back down to model weights.
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In the Factor Rotation Model, we are shifting the allocation to 80% growth stocks and 20% value stocks.
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We are making changes to our fixed income (IEI/MBB) allocations and reducing mortgage REIT (REM/NLY) holdings in our equity and sector models.
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