September 09 / Trade Alert For The Sigma Portfolio (Live)
Execution Date: May 13 2026 - Market Close
Email: andrei@signal-sigma.com
Follow & DM on X: @signal_sigma
For today's rebalancing event, we will cut equity risk exposure slightly and raise some cash. There are no dramatic adjustments here, as we are only pruning the Millennium Alpha side of the portfolio, while not adding new positions.
We will save these for the end of the month, when we will likely re-deploy cash for the end of the year. Let's call this a tactical trade.
This is how our final asset class allocation will look like after today’s close:
Stocks: 65% --> 56%
Bonds: 19% (unchanged)
Alternatives: 3% (unchanged)
Commodities: 7% --> 5%
Cash: 5% --> 16%
This is the basket of trades which will be executed at today's close:
Sell to Close (sold the entire prior position)
SELL NEM (Close Position)
SELL TXN (Close Position)
SELL EXPE (Close Position)
Trim (reduced partial position)
SELL DBC (Trim ~2.3% from Position)
SELL NVDA (Trim ~0.8% from Position)
SELL SCCO (Trim ~0.6% from Position)
Add (increased existing position)
No Additions
Initiate (new position)
No New Positions
As always,
Happy investing,