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Elev8 Sector Rotation Portfolio July Rebalance: XLC and XLK Trigger “Sell Signals” amid Near-term Rotation into Cyclicals

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

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. 

Elev8 Sector Rotation Portfolio July Rebalance: XLC and XLK Trigger “Sell Signals” amid Near-term Rotation into Cyclicals Read More »

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 »

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