October 14 / Trade Alert For The Sigma Portfolio (Live)
Execution Date: October 14 2026 - Market Close
Email: andrei@signal-sigma.com
Follow & DM on X: @signal_sigma
Today's rebalance brings a few adjustments to our overall asset allocation and portfolio composition. We are exiting major winners MRNA and TEAM, as per Vision's recent trading and adding MIRM and INSM from the same portfolio. We are also adding AAPL and INSW in order to insulate the equity side of the portfolio from the larger swings experienced recently.
The recent environment has been one to frustrate active traders, with little directional bias and lots of churn and chop. By only trading on a monthly basis and keeping at least 15% cash as a buffer, we've been able to ride the swings relatively unharmed.
As can be seen from the overall asset class allocation, we're neither overly bullish nor bearish on the market currently. As we get past the US midterm elections, prospects for risk taking should improve.
This is how our final asset class allocation will look like after today’s close:
Stocks: 57% --> 59%
Bonds: 19% --> 16%
Alternatives: 3% (unchanged)
Commodities: 5% (unchanged)
Cash: 16% --> 17%
This is the basket of trades which will be executed at today's close:
Sell to Close (sold the entire prior position)
SELL MRNA (Close Position)
SELL MP (Close Position)
SELL TEAM (Close Position)
Trim (reduced partial position)
SELL TLT (Trim ~1.64% from Position)
SELL IEF (Trim ~1.12% from Position)
Initiate (new position)
BUY AAPL (Initiate New Position — Add ~3.92% to Portfolio)
BUY INSW (Initiate New Position — Add ~4.96% to Portfolio)
BUY INSM (Initiate New Position — Add ~1.45% to Portfolio)
BUY MIRM (Initiate New Position — Add ~1.49% to Portfolio)
As always,
Happy investing,