Sector Rotation

Or Elev8 model is constructive on equities entering July and we’ve aligned our sector positioning with historical offensive exposures

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

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

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.