Swami Weekly Wrap: July 7, 2025 [Fractal reversals signal profit taking points]

Hi Swami Subs, 

The Swami All-Equity systematic portfolio performed in-line with SPY last week, finishing the shortened week up 2.2%. All 13 portfolio positions were in positive territory for the week, and THE MACHINE continues to like ENERGY exposure XOP (SPDR Oil and Gas Exploration and Production ETF), and to a lesser extent XLE (SPDR Energy Sector ETF). However XLE has been replaced as a top SECTOR ETF signal by XLK (SPDR Technology Sector ETF).