PRO TRADING

This morning we added a 10% position in BIL to soak up cash and earn a better yield than money markets

Rebalancing our Energy holdings to increase dividend yield. Selling MRO, and adding to XOM and DVN.

Trade Alert For Equity and Sector Models In this morning’s Commentary, we wrote: “Overbought conditions are now pushing the highest level since the March peak, so profit taking is likely. What will be key to this rally is a pullback […]

Trade Alert For Equity Model Only We sold .5% of Amazon (AMZN) even though we just added it a few days ago. The stock rose 12% on good earnings news on Friday and is sitting at an old level of […]

Trade Alert For Equity and Sector Models Following yesterday’s Fed meeting, stocks continue to show more resilience to weak economic news and earnings. Such increases our confidence that a tradable low is in place. Whether it’s the market bottom for […]

Trade Alert For Equity and ETF Models Our technical models are rolling over, signaling an increasing likelihood the recent equity bounce from lows is ending. We sold our trading QQQ position last week in anticipation and are selling the remaining […]

Trade Alert For Equity and ETF Models We sold our trading position in QQQ for a slight profit. As we have been discussing, the reflexive rally is eating into its oversold levels and approaching important resistance such as the 50dma. […]

Adding exposure to both the Equity and ETF Models by adding 2.5% of RSP and QQQ. Adding 1% to Energy in XOP or DVN.

Sell the remainder of the S&P 500 Short ETF (SH).

Trade Alert For Equity & ETF Model This morning we reduced our S&P 500 Short position by 50% for a couple of reasons: The market is very oversold on a short-term basis and could bounce on any surprise comments from […]

Reducing exposure in both equity and ETF models. Selling AMD, NVDA, F, GS. Reducing XLF, XLRE, XLK, XLV. Adding to SH.

Reducing risk and raising cash to hedge portfolios. Reducing MRO, XOM, CVS, COST, PG, XLE, XLK and adding SH.

Using the rally to start reducing equity exposure and raising cash. Selling or Reducing WM, ALB, XLE, & LIT.

Increasing our gold position (IAU) to 4% in both models.

Selling SPDR S&P 500 Index (SPY) today with the market reversing all of yesterday's gains suggesting reflex rally is over as fast as it began.

We added 0.5% of the portfolio to Costco (COST) and increased Healthcare (XLV) by 1% in the ETF model.

Rebalance ABT to 2% of the portfolio as we continue our running rebalance.

Rebalancing earnings related risk. Selling down AAPL, AMD, NVDA,PSA, adding SPY. Reducing XLP, XLU, XLRE and XLK.

We are onboarding SimpleVisor account clients today by buying 1/2 of current model bond holdings and gold.

We are trimming back recent exposure increases in AAPL, AMD, NVDA, MSFT, ALB, and XLK.

We are adding 2% in IAU to both models and reducing ABBV and RTX in the Equity Model.

Adding 2% of TLT to existing positions due to extreme oversold condition.

We are increasing our position in Proctor & Gamble (PG) from 2% to 2.5%

Trade Alert For Equity & Equity Models Only With prices down in our long-term core portfolio holdings, along with the deeply depressed sentiment and investor allocations, we are using some of the stored cash to rebalance those positions back to […]

Reducing XOM and MRO back to portfolio model weights. Also reducing XLE to model weight.

We are selling 100% of our AMZN stake in the Equity model and reducing XLY by 1% in the ETF Model.

We are stopped out of the last part of our Adobe (ADBE) position. Adding to Albemarle (ALB)

Trimming 1% of Ford (F). Taking profits in TLT, and reducing XLB and LIT by 0.5% each.

Selling 100% of SH and PFF raising an additional 5% cash in portfolios.

UPDATED: We sold 1% of ADBE and 1% of PFF In portfolios.