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Portfolio Trade Alert – January 13, 2022

By Lance Roberts | January 13, 2022

Trade Alert For Equity & ETF Models Only

After having previously reduced our holdings in TLT, the recent decline in bond prices has now pushed TLT to more extreme oversold levels. Importantly, when the Fed begins its rate hikes and tapering program, historically rates fall as the markets enter into a “risk-off” mode. To capitalize on that trade we are using the recent decline in bond prices to increase our duration in the portfolio as a hedge against our long-equity positions.

Add 1% of the portfolio to TLT increasing total weighting to 8%.

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
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