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Trade Alert

Portfolio Trade Alert – April 14, 2026

Portfolio Trade Alert – April 14, 2026

By Lance Roberts | Apr 14, 2026 | PRO TRADING
Trade Alert - Equity Model Only With the market surging above all resistance levels, other than all-time...
Portfolio Trade Alert – April 10, 2026

Portfolio Trade Alert – April 10, 2026

By Lance Roberts | Apr 10, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models We are shifting our exposure within the software sector. We are shi...
Portfolio Trade Alert – April 9, 2026

Portfolio Trade Alert – April 9, 2026

By Lance Roberts | Apr 9, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models We are selling our two software companies and the software ETF that...
Portfolio Trade Alert – April 8, 2026

Portfolio Trade Alert – April 8, 2026

By Michael Lebowitz | Apr 8, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models With a ceasefire in place, the market has shot up 150+ points throu...
Portfolio Trade Alert – April 6, 2026

Portfolio Trade Alert – April 6, 2026

By Lance Roberts | Apr 6, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models In both models, we are adding to our short-position to hedge portfo...
Portfolio Trade Alert – April 1, 2026

Portfolio Trade Alert – April 1, 2026

By Lance Roberts | Apr 1, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models In both models, we are starting to build a short-position to hedge...
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...