Monthly Wealth Rotation

Rotate with evidence, not emotion.

Review market regime, sector leadership, income strength, and portfolio balance before reallocating capital.

Market Regime
Risk-On (Cautious)
SPY trendUp
QQQ trendUp
IWM trendSideways
VIX14.8
Breadth62/100
RatesPlateau
Risk-on score68/100
Strengthening
Technology
Communications
Industrials
Weakening
Energy
Financials
Utilities
Allocation Movement
Suggested rotations this month
From
XLF (Financials)
To
XLK (Technology)
Reason
Rate regime shift, tech leadership confirmed
High
Review 06-12
From
Cash Reserve (5%)
To
VTI (Core ETF)
Reason
Regime supportive, DCA cadence
Medium
Review 06-01
From
VNQ (REIT)
To
Hold (await curve)
Reason
Yield curve still inverted
Low
Review 05-22
This app provides research, education, and decision-support tools only. It does not provide guaranteed returns, personalized financial advice, or risk-free recommendations. Market investments involve risk, including possible loss of principal.