Category Archives: Portfolio Updates

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 →

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 →

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 →

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 →

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 →

LSA PORTFOLIO REVISIONS As the end of the year winds down, LSA will be making revisions to our Private Client Mutual Fund and our ETF portfolios.  Please note that these revisions will be traded on Monday, November 11th.  In order … Continue reading →

We continue our effort to post revisions to the majority of our portfolios. Below is a schedule of the next round of revisions and when they will be posted to the LSA site. We will start releasing the second round … Continue reading →

LSA has posted the revisions to the American Fund and Fidelity portfolios, please login to see the updates to begin preparing for TRADING Friday, April 5th, 2013. ** LSA is proud to introduce the Schwab ETF model portfolios to our … Continue reading →

LSA has posted the revisions to the Mutual Fund and ETF portfolios, please login to see the updates to begin preparing for TRADING Monday, April 1st, 2013. At this time we are only making revisions to the MUTUAL FUND and ETF strategies.  … Continue reading →

The presentation detailing the revisions that were made to the portfolios has been posted to the site and can be found in the “Monitoring Reports” box of the portfolio page you are viewing and by clicking on “Portfolio Management.”  If … Continue reading →