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Trade Alert

Portfolio Trade Alert – October 5, 2026

Portfolio Trade Alert – October 5, 2026

By Lance Roberts | Oct 5, 2026 | PRO TRADING
Portfolio Trade Alert: Equity, ETF, and Dividend Growth Models As we d...
Portfolio Trade Alert – September 22, 2026

Portfolio Trade Alert – September 22, 2026

By Lance Roberts | Sep 22, 2026 | PRO TRADING
Portfolio Trade Alert: Equity, ETF, and Factor Rotation Models This m...
Portfolio Trade Alert – August 17, 2026

Portfolio Trade Alert – August 17, 2026

By Lance Roberts | Aug 17, 2026 | PRO TRADING
Equity Model Only After rebalanacing the portfolio last week, one trade we wanted to make but didn't was...
Portfolio Trade Alert – August 11, 2026

Portfolio Trade Alert – August 11, 2026

By Michael Lebowitz | Aug 11, 2026 | PRO TRADING
Trade Alert - Thematic Model Rebalancing- Energy & All-Weather As we wrote in yesterday's Trade Alert...
Portfolio Trade Alert – August 10, 2026

Portfolio Trade Alert – August 10, 2026

By Lance Roberts | Aug 10, 2026 | PRO TRADING
Trade Alert - Equity & Dividend Equity Growth Models In this past weekend's
Portfolio Trade Alert – August 7, 2026

Portfolio Trade Alert – August 7, 2026

By Lance Roberts | Aug 7, 2026 | PRO TRADING
Trade Alert - Thematic Portfolio Rebalances We are rebalancing three of the Thematic Models today:
Portfolio Trade Alert – June 29, 2026

Portfolio Trade Alert – June 29, 2026

By Lance Roberts | Jun 29, 2026 | PRO TRADING
Trade Alert - Equity Model Only Last week, we shifted the Sector and Factor Rotation mod...
Portfolio Trade Alert – June 25, 2026

Portfolio Trade Alert – June 25, 2026

By Michael Lebowitz | Jun 25, 2026 | PRO TRADING
Trade Alert - Sector and Factor Rotation Model Our factor rotation model shifted from an 80/20 value/grow...
Portfolio Trade Alert – June 4, 2026

Portfolio Trade Alert – June 4, 2026

By Lance Roberts | Jun 4, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models In mid-May, we took profits on several of our technology holdings,...
Portfolio Trade Alert – May 27, 2026

Portfolio Trade Alert – May 27, 2026

By Nick Lane | May 27, 2026 | PRO TRADING
Trade Alert - Factor Rotation Model Due to the recent dispersion in returns, some positions in the factor...