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Portfolio Trade Alert – August 7, 2026

By Lance Roberts | August 7, 2026

Trade Alert – Thematic Portfolio Rebalances

We are rebalancing three of the Thematic Models today:

Growth Focused Equity

Small and MidCap Equity

Crypto Currency Portfolio

These are primarily a rebalance of existing holdings, but we did make a few changes to the portfolios to recalibrate them with their goals.

For specific transactions, check the transaction tab of each portfolio model.

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Lance Roberts is a Chief Portfolio Strategist/Economist for RIA Advisors. He is also the host of “The Lance Roberts Podcast” and Chief Editor of the “Real Investment Advice” website and author of “Real Investment Daily” blog and “Real Investment Report“. Follow Lance on Facebook, Twitter, Linked-In and YouTube
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