Elev8 Sector Rotation Model Portfolio: February Positioning
A tough January for trend following. We’ve gone underweight Tech and overweight Discretionary to start February.
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Elev8
Narrations of a Sector ETF Operator | Lessons Learned from our January Elev8 Trades, January 26, 2025
US equities have moved a lot but gone basically nowhere over the past three weeks. These consolidations, especially if they are volatile, can be problematic for a trend-following portfolio allocation model like Elev8. It is the nature of trend following strategies that pivot points for trend change are also ideal accumulation points if the current
Elev8 Sector Rotation Model Trading Signal: Equities Break-out to All-time Highs (intra-day): Elev8 Goes long Tech into the Close, January 22, 2025
Trading Signal: S&P 500 upside break-out to all-time high, Sox Index to multi-month high, XLK/VGT flirting with ATH’s of their own confirming the bull trend on a positive close. Charts follow positioning update. Elev8 Rebalance: Selling Staples to fund longs in Tech and Materials sectors We recommend going long Technology Sector shares. Our model uses
Narrations of a Sector ETF Operator | Rising Rates Lead to a Sell Signal and Bearish Expectations, January 12, 2025
Going long Min vol. and selling out Discretionary as we expect a deeper correction for equities in the near-term
Factor Friday: Interest Rates Flasing a Bearish Signal for Growth, Value and Min Vol. Should Benefit, January 10, 2025
We’ve moved to a tactically bearish position in our Elev8 Sector Rotation Model on today’s strong non-farm payroll report. Stronger non-farm payrolls this morning have precipitated an upside break-out in the US 10yr Yield above April 2024 highs. We have been looking for this development to take some risk off the table as we had
Elev8 Sector Rotation Model Trading Signal: With Rates Rising and Equiies Vulnerable, We are Paring Consumer and Growth Exposure, January 10, 2025
Rising Rates has us de-risking and shifting towards more Value exposure from Growth
Narrations of a Sector ETF Operator | What We’re Watching to Start 2025, January 5, 2025
While our study of secular trends points to the potential for further upside in the bull market, interest rates will play a key roll in the first half of 2025. We think rising rates would likely tip equities into a more significant correction, but if rates stay contained below the 4.67% level we are likely to see more gains in the near-term as the Fed would have some wiggle room to keep supporting the domestic economy.
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Performance Summary: Year End December 31st, 2024
COMMENTARY: As the ETFsector.com team reflects on 2024, a few of the themes that drove performance this year included: Expanding profit growth: Earnings improved across various sectors, with growth expanding beyond the “Magnificent Seven”. Interest rate cuts: The Federal Reserve began cutting interest rates, further boosting market performance. Presidential election impact: The 2024 election results
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Elev8 Sector Rotation Model Portfolio: January Positioning
We maintain overweight positions in Technology, Financials, Comm. Services and Discretionary Sectors as we bet on the persistence of the long-term bull trend for equities to begin 2025
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S&P 500 January 2025 Outlook—Can the bull trend endure despite rising interest rates?
We view rising rates as the biggest potential threat to the long-term bull market. We think they’re overdone to the upside in the near-term and expect the bull trend to continue in 2025.
S&P 500 January 2025 Outlook—Can the bull trend endure despite rising interest rates? Read More »
