In this Elevate Roundtable, the team unpacks recent market performance, disciplined portfolio management, and the realities of client communication.

The conversation kicks off with discussion of a recent Microsoft position, using it as a springboard to discuss risk management, position sizing, and the critical difference between long-term investing and short-term trading. Shane explains how Elevate manages hundreds of accounts with target allocations—an approach that often requires more frequent trading to stay balanced and control risk. The group also examines when diversified ETF models make more sense for clients than individual stocks, the limitations of relying solely on the S&P 500 as a benchmark, and the value of using more relevant, diversified comparisons. Throughout the discussion, the team addresses one of the most common client questions: why so many trades? They share practical insights on keeping investors focused on long-term goals rather than short-term activity. Tune in for a candid look at how thoughtful portfolio construction, risk discipline, and clear communication come together in real client portfolios.

Whether you’re an advisor, investor, or simply want unfiltered insights on today’s most talked-about names and macro shifts, this roundtable delivers candid analysis you won’t want to miss.

Views expressed are those of the speakers as of the recording date and subject to change. For educational purposes only. Investing involves risk of loss. Contact Elevate Capital Advisors for personalized advice.