Some whip-saw in the model as a big shift from Growth to Value has market the beginning of 2026. We’re aligning with the pro-cyclical bull trend in commodities this month.
Elev8 Sector Rotation Model Portfolio: February Positioning Read More »
January 8, 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
Elev8 Sector Rotation Portfolio: December Performance Recap Read More »
Elev8 Model Input Scores: January 2025 The table below shows the Elev8 model’s scores for January. The big development in December was a cooler CPI print on the back of the Fed’s rate cut. The combination of the two events drove rotation towards cyclical positioning despite equities entering the month in a somewhat vulnerable position
Elev8 Sector Rotation Model Portfolio: January Positioning Read More »
December 5, 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
Elev8 Sector Rotation Portfolio: November Performance Recap Read More »
November 28, 2025 Elev8 Model Input Scores: December 2025 The table below shows the Elev8 model’s scores for December. Near-term rotation away from Technology Sector shares was the story of November, but we are expecting some accumulation into year end as the cycle’s most important stocks like NVDA and PLTR sit at near-term oversold levels.
Elev8 Sector Rotation Model Portfolio: December Positioning Read More »
November 6, 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
Elev8 Sector Rotation Portfolio: October Performance Recap Read More »
October 31, 2025 Elev8 Model Input Scores: November 2025 The table below shows the Elev8 model’s scores for November. With buying concentrated in the Information Technology Sector to the expense of all others, our scoring reflects that wide dispersion. The Tech. sector remains our largest overweight exposure. We are out of Consumer Staples, Energy and
Elev8 Sector Rotation Model Portfolio: November Positioning Read More »
October 2, 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
Elev8 Sector Rotation Portfolio: September Performance Recap Read More »
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
Elev8 Sector Rotation Model Portfolio: October Positioning Read More »
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
Elev8 Sector Rotation Portfolio: August (and 1 year) Performance Recap Read More »
Stay updated with the latests analysis and insights from etfsector.com