Portfolio Trade Alert – May 6, 2026
Written by Lance Roberts | May 6, 2026 | PRO TRADINGIn the equity model we are reducing JPM, AAPL, AMZN, and GOOG and adding to RTX and LLY.
> 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 MoreIntroducing the new Factor Rotation Model.
> Read MoreIn the ALL-WEATHER model we are reducing both SLV and GDX back to target allocation weights.
> Read MoreIn the equity model we are selling SYK and adding 1% to DUK to increase po
> Read MoreWe are rebalancing all core models today. Trimming GOOG, LLY, and ABBV. Adding to META, BLK & JPM. In the ETF model we are trimming XLV and adding to XLF. In the Dividend Model we are selling UGI and rebalancing all other holdings to target.
> Read MoreIn the equity model we added to META KMI, JPM and AMZN and sold NOW. In the ETF model we rebalanced the entire portfolio closer to S&P 500 weightings.
> Read MoreRebalancing the Crypto model for a second time in a week after a 5% gain in the model yesterday unbalanced the model. Selling 50% of BKKT and increasing IBIT and ETHA to 20% of the portfolio.
> Read MoreWe rebalanced all core models today to target portfolio weights.
> Read MoreIn the “thematic models” we are rebalancing all models, and making changes to the AI, Growth Focused, Small-Mid Cap, Crypto and Accumulator models.
> Read MoreIn the equity and ETF model we are rebalancing portfolios to take profits in recent winners and add to some oversold positions. See trade alert for details.
> Read More