August 20 / 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 refresh our stock picks that are sourced from the Vision Strategy and we'll actually run the full complement. Stock picks from the Millennium Alpha model will also be rebalanced, though we will not sell the entirety of the NEM position, as the model would indicate.
Furthermore, equity exposure increases slightly, from 59% to 65%. We will still retain a cash buffer of 5.5%.
This is how our final asset class allocation will look like after today’s close:
Stocks: 59% --> 65%
Bonds: 20% (unchanged)
Alternatives: 3% (unchanged)
Commodities: 6% (unchanged)
Cash: 11% --> 5%
This is the basket of trades which will be executed at today's close:
Sell to Close (sold the entire prior position)
SELL GWW (Close Position)
SELL CF (Close Position)
SELL CRS (Close Position)
SELL OCUL (Close Position)
Trim (reduced partial position)
SELL NEM (Trim ~2.98% from Position)
SELL NTAP (Trim ~0.93% from Position)
Add (increased existing position)
BUY AAOI (Add ~0.15% to Position)
Initiate (new position)
BUY VRNS (Initiate New Position — Add ~1.99% to Portfolio)
BUY RXRX (Initiate New Position — Add ~2.01% to Portfolio)
BUY TXN (Initiate New Position — Add ~2.86% to Portfolio)
BUY MPC (Initiate New Position — Add ~2.82% to Portfolio)
BUY PSX (Initiate New Position — Add ~2.91% to Portfolio)
BUY EXPE (Initiate New Position — Add ~2.93% to Portfolio)
BUY TEAM (Initiate New Position — Add ~1.89% to Portfolio)
BUY BBIO (Initiate New Position — Add ~1.98% to Portfolio)
BUY U (Initiate New Position — Add ~1.98% to Portfolio)
BUY BFLY (Initiate New Position — Add ~1.99% to Portfolio)
As always,
Happy investing,