Portfolio Trade Alert – January 11, 2022

By Lance Roberts | January 11, 2022

Trade Alert For Macro Momentum Model Only

We are still in the process of building out the Macro Momentum Model. However, since performance is judged on an annual basis, we are allocating the cash to the market in bulk today until we are ready to buy individual securities. As we begin buying individual positions we will sell off the index holdings until the model is complete. Such should, in theory, keep the model aligned with the benchmark index during the buildout phase.

This is not a recommended trade. We are in the process of building a model which will take some time. While the model is live, it is a “project in the works,” so treat it accordingly.

  • Buy 30% of the portfolio in each of the following: RSP, QQQ, SPY
  • Leave 10% in cash for initial individual equity purchases.

Talk with an Advisor & Planner Today!


Lance Roberts is a Chief Portfolio Strategist/Economist for RIA Advisors. He is also the host of “The Lance Roberts Podcast” and Chief Editor of the “Real Investment Advice” website and author of “Real Investment Daily” blog and “Real Investment Report“. Follow Lance on Facebook, Twitter, Linked-In and YouTube
Customer Relationship Summary (Form CRS)

> Back to All Posts