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Trade Alert

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...
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...