Portfolio Trade Alert – February 10, 2022

By Lance Roberts | February 10, 2022

Trade Alert For Equity & ETF Models

We added 1% of TLT to both models this morning. It is trading off this morning on the CPI number. As we noted long bonds are grossly oversold and may catch a nice bid at today’s auction. Also, as the Fed begins to hike rates and tighten policy, long-bonds perform well as a “risk-off” trade. With bonds trading at the top end of their long-term downtrend, the risk/reward as a hedge to equity risk is opportunistic. We will keep adding to our duration as rates rise towards the expected peak of 2.25%.

  • Add 1% of the portfolio to TLT bringing total weight to 9% of the portfolio.

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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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