Portfolio Trade Alert – February 11, 2022

By Lance Roberts | February 11, 2022

Trade Alert For Equity, ETF & Momentum Models

This morning we are reducing our holdings in Google (GOOG) and SPDR Communications (XLC). Over the last couple of weeks, we have discussed using rallies in the market to reduce portfolio risk and hedge portfolios. We continue to follow that advice by reducing equity weight and adding hedges in both short-S&P ETF and increasing bond duration.

We are not fully reduced in terms of our equity exposure just yet but will continue to use counter-trend rallies to get portfolio weights down to roughly 75% of the target weighting. As noted previously, risk management is about small steps and we keep inching our way into defense.

Equity Model

  • Reduce GOOG to 2% of the portfolio model.

ETF Model

  • Reduce XLC from 5% to 4% of the portfolio.

Macro Momentum Model

  • Sell 100% of QQQ in preparation to start buying individual equities.

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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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