April 30, 2025 Elev8 Model Input Scores: May 2025 The table below shows the model’s scores for May. Financials, Comm. Services and Staples scored the highest based on our inputs as we enter the new month. We’ve moved from underweight to market weight the Info Tech Sector as we expect continued reflation from recent […]
Elev8 Sector Rotation Model Portfolio: May Positioning Read More »
April 10, 2025 Price action in the S&P 500 over the past several weeks has been characterized by volatility and large daily price moves in both directions. Yesterday’s >9.5% gain for S&P 500 came on record volume and was the largest daily up move since 2008. While such a bullish capitulation isn’t a bad thing
Elev8 Model Trading Signals: When is a Bounce a Bullish Reversal? Read More »
April 3, 2025 We introduced our Elev8 model in June of 2024 and have been running it in its current form since August 28, 2024. With 7-months of track record behind our method, we wanted to review performance and share some lessons learned from our 7 months running the strategy. Our friends over at ETFAction.com
Elev8 Sector Rotation Portfolio: Performance Recap and Lessons Learned Read More »
March 31, 2025 We introduced the Elev8 Sector Rotation Model in June of 2024. Here’s a look under the hood at the inputs we use to score the 11 GICS Sectors for April and our resulting positions. The model includes up to 14 indicators that range from: Stock Level Technical Characteristics Macro-overlays: equity trend (S&P
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The current bull trend for equities was born on a powerful wave of AI optimism. After 2 years that catalyst has matured and is now tiring and investors are looking for what’s next. We think the current setup shows elevated potential for a correction in equity prices. AI companies have been priced for successful outcomes, but economic data is sending conflicting messages while inflation and high prices remain with us. Long story short, the US equity market has priced in a lot of bullish promises around AI, economic “Soft Landing” and the re-emergent Greatness of America. Reality needs to deliver.
Elev8 Sector Rotation Model Portfolio: March Positioning Read More »
A tough January for trend following. We’ve gone underweight Tech and overweight Discretionary to start February.
Elev8 Sector Rotation Model Portfolio: February Positioning Read More »
US equities have moved a lot but gone basically nowhere over the past three weeks. These consolidations, especially if they are volatile, can be problematic for a trend-following portfolio allocation model like Elev8. It is the nature of trend following strategies that pivot points for trend change are also ideal accumulation points if the current
Trading Signal: S&P 500 upside break-out to all-time high, Sox Index to multi-month high, XLK/VGT flirting with ATH’s of their own confirming the bull trend on a positive close. Charts follow positioning update. Elev8 Rebalance: Selling Staples to fund longs in Tech and Materials sectors We recommend going long Technology Sector shares. Our model uses
Rising Rates has us de-risking and shifting towards more Value exposure from Growth
We maintain overweight positions in Technology, Financials, Comm. Services and Discretionary Sectors as we bet on the persistence of the long-term bull trend for equities to begin 2025
Elev8 Sector Rotation Model Portfolio: January Positioning Read More »
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