Portfolio Trade Alert – April 25, 2025
Written by Lance Roberts | Apr 25, 2025 | PRO TRADINGIn the Equity and ETF models we are adding to SH and rebalancing IEI into EDV.
> Read MoreIn the Equity and ETF models we are adding to SH and rebalancing IEI into EDV.
> Read MoreIn the equity model we are adding a trading position in XOM and FANG. In the ETF model we are adding XLE.
> Read MoreIn both models we are adding a 2.5% position in a S&P 500 short ETF (SH).
> Read MoreWe are reducing portfolio target weights and reducing risk exposures accross all models this morning.
> Read MoreIn all models we are rebalancing risk due to the liquidity event brewing in the bond market and tariffs.
> Read MoreIn the equity model we are selling all of ANET
> Read MoreIn the equity model we are adding to JPM and in the ETF model adding to XLF.
> Read MoreIn the dividend equity model we are performing the quarterly rebalance of all holdings for the end of the quarter.
> Read MoreIn the equity model we are adding to ANET and to MGK in the ETF Model.
> Read MoreIn 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.
> Read MoreIn 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.
> Read MoreIn the equity model we are selling AMD and buying ANET.
> Read MoreRebalance all positions in the Dividend Equity Portfolio to target weights.
> Read MoreIn the equity model we are rebalancing COST, WMT and ABBV to target portfolio weights.
> Read MoreIn the equity model we are increasing our holding of PG and adding to XLP in the ETF model.
> Read MoreIn the equity model we are selling SYK and adding 1% to DUK to increase po
> Read MoreIn the equity model we are selling IWM and adding to GEV. In the ETF model we are selling IWM and adding to XLU.
> Read MoreIn the dividend equity model we are selling ED and replacing it with KMI.
> Read MoreIn the equity model we bringing XOM and FANG back to target weights. In the ETF model we are increasing XLE to target weight.
> Read MoreIn the Equity model we are add to LLY and reducing XLE in the ETF model.
> Read MoreIn the equity model we are reducing WMT and adding to ABBV.
> Read MoreIn the equity model we are selling SWK, adding IWM and increase LLY. In the ETF model we are adding IWM. In the Dividend Equity model we are doing a full portfolio rebalance for year-end.
> Read MoreIn the equity model we are reducing XOM, FANG, and OKE. In the ETF Model we are reducing XLE.
> Read MoreIn the equity model we are trimming DUK and adding to NLY. In the ETF model we are trimming XLU and adding to REM.
> Read MoreIn the dividend equity model we are selling FAST and adding MO.
> Read MoreIn the equity model we reduced SHY and added to IEI. We also took profits in GEV. In the ETF model we reduced SHY and added to IEI.
> Read MoreIn the equity model we are adding to our existing position in NVDA.
> Read MoreIn the equity model we are adding JPM and increasing AMZN. In the ETF model we are adding to XLF and MGK. In both models we are selling 50% of IEI and buying IEF
> Read MoreIn the Equity and Dividend Growth Model we are buying NLY. In the ETF model we are adding REM.
> Read MoreIn the Equity and Dividend Growth Model we are slightly reducing our holdings in NVDA before the earnings report.
> Read More