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 […]
Elev8 Sector Rotation Model Portfolio: April Positioning Read More »
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.
Elev8 Sector Rotation Model Portfolio: March Positioning Read More »
A tough January for trend following. We’ve gone underweight Tech and overweight Discretionary to start February.
Elev8 Sector Rotation Model Portfolio: February Positioning Read More »
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
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
Rising Rates has us de-risking and shifting towards more Value exposure from Growth
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
Elev8 Sector Rotation Model Portfolio: January Positioning Read More »
Elev8 Sector Rotation Portfolio: November Attribution Report Our Elev8 Model logged a successful month in November (please see our new Elev8 December Positioning). Our positioning for November was informed by 3 main components. The technical setup for each of the 11 GICS Sectors and the stocks within them, our macro-overlay, which considers the trends in
Elev8 Sector Rotation Portfolio: November Attribution Report, December 2, 2024 Read More »
Commodities prices remain low and we don’t think Energy and Materials stocks will continue to move higher while this is the case. Healthcare continues to register as the weakest sector based on our model inputs. We are positioned for the bull trend to continue into year end.
Elev8 Sector Rotation Model Portfolio: December Positioning Read More »
We run the Elev8 Portfolio to keep you up to date with actionable signals and changes in outlook. Following the resolution of Tuesday’s US Presidential Election, we are adding exposure to the Energy Sector and the Industrial Sector and funding the trade by selling out of our Real Estate Sector position and moving to underweight
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