Trade Alert – Sector and Factor Rotation Model
Our factor rotation model shifted from an 80/20 value/growth stance to an 80/20 growth/value stance, reflecting the recent outperformance of value over growth as we share below. In addition to rebalancing all stocks in the factor rotation model to reflect the growth tilt, we are taking similar actions in the sector model, reducing our 8% allocation to value (VTV) to 2% and increasing our growth exposure (MGK) from 2% to 8%.
Sector Model
- Sell VTV to 2%
- Buy MGK to 8%
Factor Rotation
- Please see the transactions and new model weights in SimpleVisor Portfolios
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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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