Category Archives: Portfolio Updates

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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LSA PORTFOLIO REVISIONS

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

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LSA Portfolio Revisions Round 2

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

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LSA Revisions Round 2

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

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LSA Portfolio Revisions

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

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Year-End Review for Private Client Portfolios

Year-End Review for Private Client Portfolios Please login to your LSA website to access the year-end presentation or for instant access,  CLICK HERE. While we are not making any revisions at this time, we are currently monitoring a few funds closely.  This video presentation will provide a … Continue reading

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Portfolio Revision Presentation Posted

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

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LSA Revisions Posted

The updates scheduled for September 27th were posted yesterday after markets closed.  Please login to your website to see the updated portfolio allocations for Private Client (Mutual Funds), Bear Market Entry, Cautious Bear Plus, ETF’s, Schwab NTF, American Funds and Fidelity.  … Continue reading

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LSA PORTFOLIO REVISIONS!

Below is the Schedule of Portfolio Revisions that LSA will be making!   The changes dated today (Sept. 27th) will be posted AFTER Market closes today.         LSA is pleased to announce that we will be making changes to all of … Continue reading

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August Updates Posted

Numbers though August have been updated for the majority of the documents and posted to the site. The remaining pieces will be updated shortly.  Please make sure the login to the site today to get your updated presentations.

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Jackson National VA Portfolios

 Jackson National VA has five funds that will be entering a soft close on August 26th.  Our JNL strategies have been revised to accommodate these changes and you can find the updated portfolios by logging into the LSA website.  *** LSA will … Continue reading

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July Updates Posted

The LSA portfolio numbers have been updated through the end of the July.  Please login to the site to view the most current information.

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