Elev8 Sector Rotation Model Portfolio: July Positioning & June Performance Recap

Elev8, XLB Materials, XLC Communication Services, XLE Energy, XLF Financials, XLI Industrials, XLK Technology, XLP Consumer Staples, XLRE Real Estate, XLV Health Care, XLY Consumer Discretionary / /

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 »