Portfolio Trade Alert – January 18, 2022

By Lance Roberts | January 18, 2022

Trade Alert For Equity & ETF Models Only

This morning we trimmed exposure in energy and Ford (F) due to their more extreme overbought conditions. As shown in our MoneyFlow indicator (Under the Research tab) XLE is extremely stretched and will likely turn lower in the next few days. At the same time many of the technology names are in the exact opposite position, so be careful making wholesale portfolio changes.

Portfolio Trade Alert January 18 2022, Portfolio Trade Alert – January 18, 2022

Equity Model

  • Reduce XOM and MRO back to model weights of 2% of the portfolio each
  • Reduce F back to 3.5% of the portfolio.

ETF Model

  • Reduce XLE back to model weight of 3.5% of the portfolio.

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