May 13 / 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
Today's breakout is a good moment for us to rebalance the equity side of our portfolio. We are aiming to achieve a couple of goals:
Trim winning positions to target weights (AAOI, AEHR, KLAC, MU, STX)
Cut losers short (APH, ENVX, TLT, LNG, PLTR)
Take profits in extended positions (VRT)
Heavily diversify the equity side of the portfolio by including stock picks from the Momentum Strategy and the Vision Strategy as well
Include lower volatility and defensive names like LLY and CBOE
This is how our final asset class allocation will look like after today’s close:
Stocks: 67% --> 80%
Bonds: 13% --> 10%
Alternatives: 8% (unchanged)
Commodities: 2% (unchanged)
Cash: 9% —> 0%
The basket of trades which will be executed at today's close is too large to include verbatim in this email. There are 29 trades in total (see screenshot below).
I will write a special piece reviewing the positioning and market outlook. Kindly check either the Sigma Portfolio Strategy (or the Portfolio with the same name in the app) to view the orders list.
As always,
Happy investing,