December 23 / Trade Alert For The Sigma Portfolio (Live)

Execution Date: December 23 2025 - Market Close

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Today's rebalancing aims to increase equity exposure into year end, while simultaneously adding diversification to our portfolio.

The overall asset allocation will move to 60% stocks (from 52%), 20% bonds (from 15%), 10% gold (unchanged), 5% commodities (from 10%) and 5% cash.

It is worth noting that in both 2023 and 2024, the “Santa Rally” failed to materialize.
Given that Santa failed to visit in the previous two years, it ups the odds he will arrive on time this year. As shown, going back to 1950, there have never been three consecutive “no shows” by the man in red.

With previous SELL signals having expired and several areas of the market showing resilience, it's fine to take on a more constructive view.

The following orders will be placed and executed at today's market close:

SELL ORDERS

  • SELL CAT (Close Position)

  • SELL HALO (Close Position)

  • SELL DBC (Reduce 4.40% from Position)

  • SELL ROL (Close Position)

  • SELL AAOI (Reduce 2.04% from Position)

  • SELL APP (Reduce 0.55% from Position)

BUY ORDERS

  • BUY TLT (Add 5.91% to Position)

  • BUY JNJ (Add 4.90% to Position)

  • BUY MU (Add 4.87% to Position)

  • BUY EW (Add 2.97% to Position)

  • BUY LRCX (Add 2.97% to Position)

  • BUY AEHR (Add 2.00% to Position)

  • BUY ENVX (Add 2.00% to Position)

  • BUY FLNC (Add 1.99% to Position)

  • BUY U (Add 1.98% to Position)


And with this, we'll wrap trading for 2025! We wish you joyful and loving holidays, a Merry Christmas and a bright New Year!

As always,
Happy investing,

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November 18 / Trade Alert For The Sigma Portfolio (Live)