In the equity and ETF model we are rebalancing portfolios to take profits in recent winners and add to some oversold positions. See trade alert for details.
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In the equity model we are trimming NVDA, PLTR, and GEV, adding to NLY, BLK and NOW, and selling PSA. In the ETF model we are selling XLRE and adding to REM.
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In the equity and ETF models we are selling IEF and increasing our IEI holdings in the bond sleeve.
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We are increasing exposure to a few existing stocks in the Equity model and adding KMI, BLK and NOW. In the ETF model we are adding to XLF, XLY and MGK. In the Dividend Model we are rebalancing holdings, selling FRT and MDT, and adding AMGN and UGI.
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In both models we are reducing our trading position in EDV.
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In the equity model we are selling AAPL and reducing NVDA, PLTR, MSFT and GOOG. In the ETF model we are reducing XLK, MGK to target and selling REM.
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In both models we are selling SH and adding to EDV.
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In the equity model we are adding to LLY and ABBV. In the ETF model we are adding to XLV.
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In the equity model we are selling XOM and FANG and adding to OKE. In the ETF model we are selling XLE and adding to AMLP.
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In the equity model and ETF models we are increasing the short-S&P 500 ETF (SH) to 5% of the portfolios.
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In the Equity and ETF models we are adding to SH and rebalancing IEI into EDV.
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In the equity model we are adding a trading position in XOM and FANG. In the ETF model we are adding XLE.
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In both models we are adding a 2.5% position in a S&P 500 short ETF (SH).
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We are reducing portfolio target weights and reducing risk exposures accross all models this morning.
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In all models we are rebalancing risk due to the liquidity event brewing in the bond market and tariffs.
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In the equity model we are selling all of ANET
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In the equity model we are adding to JPM and in the ETF model adding to XLF.
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In the dividend equity model we are performing the quarterly rebalance of all holdings for the end of the quarter.
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In the equity model we are adding to ANET and to MGK in the ETF Model.
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In the equity model we are selling XOM and FANG and adding to PLTR and NVDA. In the ETF Mdoel we are selling all of XLE.
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In the equity model we are rebalancing positions by reducing LLY and ABBV and adding to MSFT and GOOG. In the ETF model we are selling SMH, reducing XLP, and adding to MGK.
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In the equity model we are selling AMD and buying ANET.
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Rebalance all positions in the Dividend Equity Portfolio to target weights.
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In the equity model we are rebalancing COST, WMT and ABBV to target portfolio weights.
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In the equity model we are increasing our holding of PG and adding to XLP in the ETF model.
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In the equity model we are selling SYK and adding 1% to DUK to increase po
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In the equity model we are selling IWM and adding to GEV. In the ETF model we are selling IWM and adding to XLU.
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In the dividend equity model we are selling ED and replacing it with KMI.
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In the equity model we bringing XOM and FANG back to target weights. In the ETF model we are increasing XLE to target weight.
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In the Equity model we are add to LLY and reducing XLE in the ETF model.
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