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Trade Alert

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...
Portfolio Trade Alert – January 13, 2026

Portfolio Trade Alert – January 13, 2026

By Michael Lebowitz | Jan 13, 2026 | PRO TRADING
Trade Alert - All-Weather Models In the All Weather model, we are selling Proctor Gamble (PG) and replaci...
Portfolio Trade Alert – January 2, 2026

Portfolio Trade Alert – January 2, 2026

By Nick Lane | Jan 7, 2026 | PRO TRADING
**New Model** Trade Alert - SV Core Factor Rotation Portfolio We launched a new model on January 2nd call...
Portfolio Trade Alert – December 23, 2025

Portfolio Trade Alert – December 23, 2025

By Lance Roberts | Dec 23, 2025 | PRO TRADING
Trade Alert - SV Thematic All-Weather Model If you haven't read Michael's
Portfolio Trade Alert – December 11, 2025

Portfolio Trade Alert – December 11, 2025

By Lance Roberts | Dec 11, 2025 | PRO TRADING
Trade Alert - Equity, ETF & Dividend Growth Models Today, we are conducting tax-loss sales to offset...
Portfolio Trade Alert – November 25, 2025

Portfolio Trade Alert – November 25, 2025

By Lance Roberts | Nov 25, 2025 | PRO TRADING
Trade Alert - All Core Equity & ETF Models This morning, we executed some rebalancing trades across o...
Portfolio Trade Alert – October 21, 2025

Portfolio Trade Alert – October 21, 2025

By Lance Roberts | Oct 21, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models We are rebalancing both models as we head into the seasonally stron...
Portfolio Trade Alert – September 30, 2025

Portfolio Trade Alert – September 30, 2025

By Lance Roberts | Sep 30, 2025 | PRO TRADING
Trade Alert - Crypto Model Only Yesterday, the crypto model was up over 5% in a single day due to a sharp...
Portfolio Trade Alert – September 29, 2025

Portfolio Trade Alert – September 29, 2025

By Lance Roberts | Sep 29, 2025 | PRO TRADING
Trade Alert - Equity, Dividend Growth & ETF Models This morning, we rebalanced our core models, havin...
Portfolio Trade Alert – September 25, 2025

Portfolio Trade Alert – September 25, 2025

By Lance Roberts | Sep 25, 2025 | PRO TRADING
Trade Alert - Rebalancing All Thematic Models As we approach quarter-end, we are rebalancing the new ...