Portfolio Trade Alert – April 19, 2024
Written by Lance Roberts | Apr 19, 2024 | PRO TRADINGIn the equity model we are adding a starting position in GPC. Selling SOLV in the Dividend Model.
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Portfolio Trade Alert – April 16, 2024
Written by Lance Roberts | Apr 16, 2024 | PRO TRADINGIn the equity model we are selling UNH and adding to PANW and LLY.
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Portfolio Trade Alert – February 21, 2024
Written by Lance Roberts | Feb 21, 2024 | PRO TRADINGIn the equity model we are reducing AMD and NVDA ahead of earnings today from NVDA. Reducing FANG after the recent runup and adding a starter position in PANW.
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Portfolio Trade Alert – February 13, 2024
Written by Lance Roberts | Feb 13, 2024 | PRO TRADINGIn the dividend equity model we were stopped out of our position in LEG.
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Portfolio Trade Alert – February 12, 2024
Written by Lance Roberts | Feb 12, 2024 | PRO TRADINGIn the equity model we are reducing ABBV, NVDA, MSFT, GOOG and PG and adding to CMCSA and DUK. In the ETF model we are reducing XLK and XLC.
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Portfolio Trade Alert – February 2, 2024
Written by Lance Roberts | Feb 2, 2024 | PRO TRADINGIn the Dividend Equity model we are adding to AAPL, ABBV, GOOG, GS, JPM and KO. In the Equity and ETF models we are shifting 5% of SHY to IEF.
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Portfolio Trade Alert – February 1st, 2024
Written by Lance Roberts | Feb 1, 2024 | PRO TRADINGIn the Dividend Equity Model we are initiating a position in DUK, and adding to PM,. SPG, FRT, SWK, O, LEG, VZ, ED
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Portfolio Trade Alert – January 25, 2024
Written by Lance Roberts | Jan 25, 2024 | PRO TRADINGIn the equity model we trimming AMD, and adding to UNH, and CMCSA. Adding XLB and XLV in the ETF Model, and increasing CVS in the Dividend Model.
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Portfolio Trade Alert – January 24, 2024
Written by Lance Roberts | Jan 24, 2024 | PRO TRADINGIn the Dividend Equity Model we are adding to KMB and MMM following earnings.
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Portfolio Trade Alert – January 23, 2024
Written by Lance Roberts | Jan 23, 2024 | PRO TRADINGWe are launching a NEW MODEL today which focuses on Dividend Growth stocks.
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Portfolio Trade Alert – January 22, 2024
Written by Lance Roberts | Jan 22, 2024 | PRO TRADINGIn the equity model we are adding 1% to our stake in Apple (AAPL) and initiating a position in MGK.
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Portfolio Trade Alert – January 12, 2024
Written by Lance Roberts | Jan 12, 2024 | PRO TRADINGIn the equity model we are adding to our position in UNH after this mornings earnings report.
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Portfolio Trade Alert – January 5, 2024
Written by Lance Roberts | Jan 5, 2024 | PRO TRADINGIn the equity model we are initiating positions in UNH and LLY and selling CSCO. In the ETF Model we are adding to XLV.
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Portfolio Trade Alert – December 19, 2023
Written by Lance Roberts | Dec 19, 2023 | PRO TRADINGIn the equity model we are selling PNC after a large run and with risks remaining in the regional banking sector.
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Portfolio Trade Alert – December 15, 2023
Written by Lance Roberts | Dec 15, 2023 | PRO TRADINGIn the equity model we are adding a starting position in FANG, and in the ETF model we are increasing XLE.
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Portfolio Trade Alert – December 1, 2023
Written by Lance Roberts | Dec 1, 2023 | PRO TRADINGIn the ETF Model we are selling both KBE and IHI for year-end repositioning and tax loss harvesting.
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Portfolio Trade Alert – November 20, 2023
Written by Lance Roberts | Nov 20, 2023 | PRO TRADINGIn the equity model we are reducing both NVDA and AMD to original portfolio weights.
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Portfolio Trade Alert – November 17, 2023
Written by Lance Roberts | Nov 17, 2023 | PRO TRADINGIn the equity model we are adding back to our XOM shares after taking profits last month. We are increasing XLE in the ETF Model.
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Portfolio Trade Alert – November 16, 2023
Written by Lance Roberts | Nov 16, 2023 | PRO TRADINGIn the equity model we are adding a 1.5% position of WMT.
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Portfolio Trade Alert – November 14, 2023
Written by Lance Roberts | Nov 14, 2023 | PRO TRADINGIn the equity model we are adding a 1.5% position in BRK-B to increase our financial weightings.
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Portfolio Trade Alert – November 13, 2023
Written by Lance Roberts | Nov 13, 2023 | PRO TRADINGIn the equity model we are selling the remainder of PSA.
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Portfolio Trade Alert – November 10, 2023
Written by Lance Roberts | Nov 10, 2023 | PRO TRADINGWe are using the recent rally to start rebalancing portfolio risk and do some tax loss harvesting for year-end. Selling ABT, MO, CVS and reducing PSA. Adding to SWK and Selling VYM in the ETF model.
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Portfolio Trade Alert – November 8, 2023
Written by Lance Roberts | Nov 8, 2023 | PRO TRADINGAfter taking on a trading position in EDV we are taking profits and reducing EDV back to portfolio model weight.
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Portfolio Trade Alert – November 6, 2023
Written by Lance Roberts | Nov 6, 2023 | PRO TRADINGIn the Equity model we are reducing AAPL and adding to MSFT, GOOG, COST, and CMCSA. In the ETF model we are adding to XLK, XLP, and XLC.
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Portfolio Trade Alert – October 30, 2023
Written by Lance Roberts | Oct 30, 2023 | PRO TRADINGIn the equity model we are adding to both ABBV and GOOG.
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Portfolio Trade Alert – October 26, 2023
Written by Lance Roberts | Oct 26, 2023 | PRO TRADINGWe are reducing XOM and RTX in the Equity Model and reducing XLE in the ETF Model.
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Portfolio Trade Alert – October 12, 2023
Written by Lance Roberts | Oct 12, 2023 | PRO TRADINGIncreasing our exposure to the energy sector after the recent drop in oil prices. Adding to XOM and XLE.
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Portfolio Trade Alert – October 9, 2023
Written by Lance Roberts | Oct 9, 2023 | PRO TRADINGIn the equity model we are reducing COST by 1% and XLP by 2%.
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Portfolio Trade Alert – October 6, 2023 – 2
Written by Lance Roberts | Oct 6, 2023 | PRO TRADINGIn the SimpleVisor Equity and ETF models we are increasing our position in EDV to 15% of the portfolio for a short-term trade. This trade is not being done for RIA Client Portfolios as they own individual bonds.
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Portfolio Trade Alert – October 6, 2023 – 1
Written by Lance Roberts | Oct 6, 2023 | PRO TRADINGIn the Equity Model we are selling Truist Financial (TFC) and reducing the S&P Banking ETF (KBE) ahead of earnings starting next week.
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