June 26 / 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 portfolio rebalancing aims to realign our positioning so that we benefit from rotational flows. The moves are incremental, and they do include a slight exposure reduction in risk assets (~5%) and raising a bit of cash.
We are still constructive on the market as a whole, but we need to be in a better position to both defend unrealized gains, as well as participate in upside in other areas of the market.
This is how our final asset class allocation will look like after today’s close:
Stocks: 80% --> 75%
Bonds: 10% (unchanged)
Alternatives: 3% (unchanged)
Commodities: 6% (unchanged)
Cash: 0% --> 5%
This is the basket of trades which will be executed at today's close:
Sell to Close (sold the entire prior position)
SELL INTC (Close Position — prior 28, sold 28)
SELL VICR (Close Position — prior 11, sold 11)
SELL VIAV (Close Position — prior 64, sold 64)
SELL MTSI (Close Position — prior 9, sold 9)
Trim (reduced partial position)
SELL LLY (Trim ~0.78% from Position — prior 7, sold 1)
SELL MU (Trim ~1.54% from Position — prior 8, sold 2)
Initiate (new position)
BUY VIRT (Initiate New Position — Add ~2.21% to Portfolio)
BUY CAT (Initiate New Position — Add ~2.00% to Portfolio)
BUY FICO (Initiate New Position — Add ~2.35% to Portfolio)
As always,
Happy investing,