Let’s Review Your Investments: Inside the All Equity Model

After a year of meaningful repositioning across the equity sleeve, the May 2026 Portfolio Review takes clients inside the Bouchey Financial Group Qualified All Equity Model: how it is constructed, how it is performing, and why two recent rebalances have shaped its current posture.

Join Bouchey Financial Group for our May 2026 Portfolio Review, where our investment team walks through current holdings, allocation, and the active decisions that have defined the All Equity sleeve over the past two quarters.

Presented by Paolo LaPietra, Director of Portfolio Strategy, with Ed Wilhelm and Casey Bird, Senior Portfolio Traders, this discussion provides clients with direct insight into how the sleeve is built, how exposures are managed across style and sector, and how the November 2025 and April 2026 rebalances have positioned the portfolio in the current environment.

Webinar highlights include:

• Current holdings, style box exposure, and sector allocation across the All Equity Model
• Year-to-date and one-year performance review in context with broad market benchmarks
• The November 2025 AI rotation into semiconductors, nuclear energy, and digital assets
• The April 2026 second leg, including new exposure to memory and large-cap software
• Where the portfolio stands today and the themes shaping current positioning

This webinar is intended to provide clients with transparency into portfolio decisions and the frameworks guiding the All Equity Model.

For additional market commentary, insights, and past webinar recordings, visit our insights page.