PRO TRADING

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)