ETFSector.com October Outlook: Healthcare
After the sector showed some signs of life in August, weakness in the drug complex undercut any near-term momentum the sector had.
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Elev8
ETFSector.com October Outlook: Financials
Financials have been on the sidelines for the past few months. Our process remains constructive, but headwinds to low vol. stocks have hampered the sector as Insurance and Financial Services stocks have been viewed as defensive.
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ETFSector.com October Outlook: Information Technology
Ai continues to be the dominant theme of this bull market. With inflation in check and a supportive Fed, we are long.
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ETFSector.com October Outlook: Communication Services
Mega Cap. Growth names have been beneficiaries of continued enthusiasm for AI plays which has carried the sector to sustained outperformance.
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ETFSector.com October Outlook: Utilities
Utilities remain our favored sector for a defensive hedge as our Elev8 portfolio remains tilted towards upside exposures in aggregate.
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ETFSector.com October Outlook: Real Estate
Low vol. stocks remain out of favor. We start October with a market weight position in Real Estate to help cushion any corrective action in AI and Growth trades we’re exposed to in the Elev8 portfolio.
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Elev8 Sector Rotation Model Portfolio: October Positioning
September 30, 2025 Elev8 Model Input Scores: October 2025 The table below shows the Elev8 model’s scores for October. Info Tech and Comm. Services sectors scored the highest in our model with overwhelming demand for AI and AI capex plays demonstrated in September. Investors took the Fed’s policy initiative as a cue to double-down on
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Elev8 Sector Rotation Portfolio: August (and 1 year) Performance Recap
September 3, 2025 We introduced our Elev8 model in June of 2024 and have been running it in its current form since August 28, 2024. Each month we review the previous month’s positioning and performance to identify what worked and what needs improvement. A brief description of the Elev8 model and its inputs follows the
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Elev8 Sector Rotation Model Portfolio: September Positioning
We have pulled in our Tech Sector overweight for September on an expectation that Fed easing and tariff concerns will catalyze some near-term rotation away from themes that have led from April – August.
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Elev8 Sector Rotation Portfolio: July Performance Recap,
August 4, 2025 We introduced our Elev8 model in June of 2024 and have been running it in its current form since August 28, 2024. Each month we review the previous month’s positioning and performance to identify what worked and what needs improvement. A brief description of the Elev8 model and its inputs follows the
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