Biggest Bets for November are Communications Services and Financials. Zero-weight Sectors to start the month are Healthcare, Energy and Materials
Elev8 Sector Rotation Model Portfolio: November Positioning Read More »
We start October positioned for the bull trend in equities to continue. We enter the month with our biggest long positions in XLK, XLY, XLF and XLC and short zero-weigh sectors XLV, XLP and XLE.
Elev8 Sector Rotation Model Portfolio: October Positioning Report & Sept. Recap Read More »
Going Long XLY and adding to long in XLK. Funding from positions in XLV, XLU, XLRE and XLC
Elev8 Portfolio Trade Note, September 19, 2024 Read More »
We knew there would be violent rotations given the bifurcation of the market since early 2023. Our strategy broadly has been to allocate for a broad bull market in alignment with the prevailing trends
Elev8 Sector Rotation Model Portfolio: September Positioning Read More »
Recapping the week’s trade, we’ve closed our tactical short on XLK. We remain short XLY, XLE and XLB
Elev8 Model Trade Signal: Tactical Positioning Recap Read More »
Sharp rotation mid-month led to underperformance for July (-33bps). For August we discount negative seasonals and a potential rally in commodities prices to formulate our current exposures.
Elev8 Sector Rotation Model Portfolio: August Positioning Read More »
ETFsector.com Elev8 Sector Portfolio Allocation Update, July 17, 2024 High-Beta Cyclicals Taking Over Leadership We are seeing a clear move towards economic cyclicals (XLY, XLF, XLI, XLB) in the near-term as a combination of dovish rate expectations and favorable earnings releases boost optimism. That move is being funded by selling longer-term winners XLC and XLK.
Going naked the Discretionary Sector during a month where it ended up outperforming resulted in a small loss (-20bps). We start out July with more beta in the portfolio and bigger bets on leadership sectors (XLK, XLC) given the improving status of monthly inflation gauges and continued strength in Growth oriented themes.
Elev8 Sector Rotation Model Portfolio: July Positioning & June Performance Recap Read More »
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