Category Archives: Portfolio Updates

Reminder: Trade Date Schedule for Upcoming Revisions

November 2019 Revision Announcement and Schedule   LSA has begun making revisions to all model portfolios over the next two weeks with the exception of Private Client Tax Eff, ETF, and TSP.  LSA will be posting a video explanation on … Continue reading

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LSA Model Revision Announcement and Schedule

November 2019 Revision Announcement and Schedule   LSA has begun making revisions to all model portfolios over the next two weeks with the exception of Private Client Tax Eff, ETF, and TSP.  LSA will be posting a video explanation on … Continue reading

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LSA June 2019 Rebalance

LSA is recommending a rebalance to a number of our Mutual Fund models at this time.  When we experience volatility in the market place it can be a good time to rebalance models back to their original allocations.  The mutual … Continue reading

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Monthly Portfolio Update- 1st Quarter Review

Monthly Portfolio Update Log-in to your LSA account and click below: While we all knew we would have a brush with volatility sooner or later many were surprised and concerned during February’s tumult. It is always surprising to see market … Continue reading

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LSA Trade Date Reminder

** TRADE DATE TODAY – June 12, 2017! ** **LSA REVISION VIDEO HAS BEEN POSTED**   Portfolio Revisions Private Client Revisions – (Inclusive of the NTF Models) LSA will be making revisions to the following portfolios: Bear Market Entry Bear … Continue reading

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LSA Revisions June 2017

Private Client Revisions – (Inclusive of the NTF Models) LSA will be making revisions to the following portfolios: Bear Market Entry Bear Market Entry TDA NTF Cautious Bear Plus Cautious Bear Plus Schwab NTF Cautious Bear Plus TDA NTF Private … Continue reading

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LSA Portfolio Revisions

LSA will be making model portfolio revisions today.  Below is a list of all round one models that are scheduled to trade October 16, 2015.  All revisions for these models been posted online. *As a reminder, the Revision Explanation Presentation/Video … Continue reading

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LSA Portfolio Revisions Announcement

LSA Portfolio Revisions! LSA will be making model portfolio revisions over the next two weeks.  These revisions will be spilt up in two rounds.  Below is a list of all round one models that are scheduled to trade October 16, … Continue reading

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LSA Portfolio Revisions

LSA will be making changes to all of our models over the next two weeks. The Mutual Fund and ETF portfolios will be traded this week (Jan 8th/9th, details below) and the VA/VUL revisions will post and trade the week of … Continue reading

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Year End Portfolio Update

Year End Portfolio Update December 18th, 2014 LSA has posted the year end portfolio update report.  Here were some of the high level thoughts: As 2014 begins to wind down it is important to reflect and recap how portfolios did … Continue reading

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LSA PORTFOLIO REVISIONS

LSA will be making changes to the models listed below to be traded on Friday, September 5, 2014.  Revisions are all posted online and ready to view and prepare to trade.  These are the ONLY models that we are making … Continue reading

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Portfolio Revisions

LSA PORTFOLIO REVISIONS The first quarter is over and this never ending winter seems to be coming to an end. LSA will be making revisions to our strategies over the next four weeks.  Revisions will begin posting online starting Friday April … Continue reading

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