According to Brad Freeman (@StockMarketNerd), his latest portfolio update shows detailed performance comparison against the SPY index, highlighting shifts in equity holdings and sector allocations (source: stockmarketnerd.com). For crypto traders, these equity market rotations and outperformance trends can signal changing risk appetites, potentially impacting flows into digital assets like Bitcoin and Ethereum. Monitoring such portfolio reallocations offers crypto investors actionable insights into broader market sentiment and possible volatility spillovers.