It's been a HECTIC week at our office -- between getting a new server in production, adding a new data supplier (plus resolving issues with 2 others) AND launching a new feature on the website... yours truly is feeling a bit drained.

Nevertheless, I've had the pleasure to get a bit of hands on time with our Portfolio Rebalancing feature, and used it in conjunction with an Options Analysis Watchlist in order to generate the trade list for this evening.

We're seeing more and more evidence of a market rotation in the works, and it's time to make some small but surprisingly impactful tweaks! The overall vibe is a reduction in exposure to aggressive Growth in favor of more stable securities.

We will execute the following orders at today's market close in the Sigma Portfolio:

• SELL: FTNT - Reduce Position by 3.14%

• SELL: NVDA - Reduce Position by 1.45%

• BUY: MA - Add 1% to Position

• SELL: APP - Reduce Position by 2%

• BUY: FICO - Initiate 4.5% Position

• BUY: ALSN - Add 1.2% to Position

• SELL: VST - Close Position

• SELL: GDX - Reduce Position by 3.5%

You can view the Sigma Portfolio Tracker here.
Historical performance and journal can be consulted here.

Here's a side-by-side setup for this rebalancing session. I've set up my portfolio in Rebalancing mode on the left, and a Watchlist with Percentage to Options Walls (as stacked bars) on the right.

Immediately apparent which stocks have the largest safety margin.

Checking out differences in exposure from the Actual > Target toggle.

And the orders list neatly generated once all of the changes have been approved.

Bonus... the new server is online and you'll be able to run your own backtests soon using the new version of the platform! Stay tuned!