Trade Alerts & Model Portfolio Updates
We believe in keeping clients informed about the more significant changes we make within our model portfolios. When we place trades to adjust strategy, we explain the rationale here.
Strategic Reallocation: Converting Recent Gains into Better Long-Term Positioning
Increasing Emerging Markets Equity Exposure | Portfolio Adjustments
Increasing Emerging Markets Equity Exposure | Portfolio Adjustments
Adjusting U.S. Stock Exposure | Portfolio Adjustments
Reintroducing Equity Exposure on Improving Trend Signals | Portfolio Adjustments
Shifting Asset Class Exposure as the US Technical Backdrop Continues to Weaken | ETF-Only Portfolio Adjustments
Shifting Asset Class Exposure as the US Technical Backdrop Continues to Weaken | Diversified Portfolio Adjustments
Shifting Asset Class Exposure as the US Technical Backdrop Continues to Weaken | CarbonLITE Portfolio Adjustments
Reducing Equity Exposure Due to a Deteriorating Trend Signal | Diversified Portfolio Adjustments
Reducing Equity Exposure Due to a Deteriorating Trend Signal | ETF-Only Portfolio Adjustments
Reducing Equity Exposure Due to a Deteriorating Trend Signal | CarbonLITE Portfolio Adjustments
Slight Cut in Equity Exposure Amid Weakening Investment Environment | CarbonLITE Portfolio Adjustments
Slight Cut in Equity Exposure Amid Weakening Investment Environment | ETF - Only Portfolio Adjustments
Slight Cut in Equity Exposure Amid Weakening Investment Environment | Diversified Portfolio Adjustments
Decreasing Exposure to Equities | ETF-Only Portfolio Adjustments
Decreasing Exposure to Equities | CarbonLITE Portfolio Adjustments
Decreasing Exposure to Equities | Diversified Portfolio Adjustments
Unlocking Value from Interest Rate Cuts | Diversified ETF-Only Portfolio Adjustments, 09/24/24
Unlocking Value from Interest Rate Cuts | Diversified Portfolio Adjustments, 09/24/24
Extending Bond Duration in Response to Interest Rate Cuts | CarbonLITE Portfolio Adjustments, 09/24/24
Equity Market Resilience: Signals of Strength | Diversified Portfolio Adjustments
Equity Market Resilience: Signals of Strength | CarbonLITE Portfolio Adjustments
Equity Market Resilience: Signals of Strength | ETF-Only Portfolio Adjustments
Disclosure: Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Stonehearth Capital Management. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Stonehearth Capital Management or any other person. While such sources are believed to be reliable, Stonehearth Capital Management does not assume any responsibility for the accuracy or completeness of such information. Stonehearth Capital Management does not undertake any obligation to update the information contained herein as of any future date. Except where otherwise indicated, the information contained in this presentation is based on matters as they exist as of the date of preparation of such material and not as of the date of distribution or any future date. Recipients should not rely on this material in making any future investment decision. Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future. Articles/blogs do not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. There is no guarantee that the investment objectives will be achieved. Moreover, the past performance is not a guarantee or indicator of future results. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Stonehearth Capital Management or consult with the professional advisor of their choosing.

