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Portfolio Trade Alert – August 11, 2026

By Michael Lebowitz | August 11, 2026

Trade Alert – Thematic Model Rebalancing- Energy & All-Weather

As we wrote in yesterday’s Trade Alert, we rebalanced the AI, Infrastructure, and High Dividend Income models. To bring our models back into balance with our preferred weights, we follow today with the Energy and All-Weather models.

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Michael Lebowitz, CFA is an Investment Analyst and Portfolio Manager for RIA Advisors. specializing in macroeconomic research, valuations, asset allocation, and risk management. RIA Contributing Editor and Research Director. CFA is an Investment Analyst and Portfolio Manager; Co-founder of 720 Global Research.

Follow Michael on Twitter or go to 720global.com for more research and analysis.
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