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Trade Alert

Portfolio Trade Alert – March 26, 2026

Portfolio Trade Alert – March 26, 2026

By Michael Lebowitz | Mar 26, 2026 | PRO TRADING
Trade Alert - Energy Model We rebalanced our holdings in the Energy Model to model weights. The primary p...
Portfolio Trade Alert – March 23, 2026

Portfolio Trade Alert – March 23, 2026

By Lance Roberts | Mar 23, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models This morning, the President announced that talks with Iran have pro...
Portfolio Trade Alert – March 10, 2026

Portfolio Trade Alert – March 10, 2026

By Michael Lebowitz | Mar 10, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models We sold our remaining positions in the Mortgage REITs- NLY and REM....
Portfolio Trade Alert – March 5, 2026

Portfolio Trade Alert – March 5, 2026

By Lance Roberts | Mar 5, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models Last November, we added value stocks to our portfolios as part of a...
Portfolio Trade Alert – February 24, 2026

Portfolio Trade Alert – February 24, 2026

By Lance Roberts | Feb 24, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models As we will discuss in tomorrow morning's commentary, we are concern...
Portfolio Trade Alert – February 13, 2026

Portfolio Trade Alert – February 13, 2026

By Michael Lebowitz | Feb 13, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models We rebalanced some of our overbought positions in the equity model...
Portfolio Trade Alert – February 4, 2026

Portfolio Trade Alert – February 4, 2026

By Nick Lane | Feb 4, 2026 | PRO TRADING
Trade Alert - Factor Rotation Model The recent outperformance of value over growth has pushed the relatio...
Portfolio Trade Alert – February 2, 2026

Portfolio Trade Alert – February 2, 2026

By Michael Lebowitz | Feb 2, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models We adjusted the fixed-income component of our equity and sector mod...
Portfolio Trade Alert – January 27, 2026

Portfolio Trade Alert – January 27, 2026

By Lance Roberts | Jan 27, 2026 | PRO TRADING
Trade Alert - Equity Models We are making some room in the Equity model today to add 2.5% of the portfoli...
Portfolio Trade Alert – January 22, 2026

Portfolio Trade Alert – January 22, 2026

By Michael Lebowitz and Lance Roberts | Jan 22, 2026 | PRO TRADING
Trade Alert - All-Weather Model We rebalanced the precious metals allocations within the All-Weather mode...