Trade Alert – Equity & ETF Models
Yesterday, the Factor Rotation model signaled that the growth-versus-value trade was getting very overbought and due to flip, favoring value over growth. As such, we made the appropriate trades in the Factor Rotation portfolio. Today, we are taking similar actions in the equity and sector models.
In the sector model, we are selling 8% of MGK (Mega Cap Growth) and buying 8% of VTV (Vanguard Value). In the equity model, we are adding PG and taking profits in GEV, AMZN, MSFT, and NVDA.
We are also conducting a full rebalancing of the following thematic models: AI, Crypto, Small-Midcap, and Growth-Focused Equity. (See transaction table in each portfolio to see all trades.)
Equity Model
- Reduce GEV, AMZN, MSFT and NVDA to target model weights (see portfolio for exact weightings.)
- Buy a 2% position in Procter & Gamble (PG)
ETF Model
- Reduce MGK from 10% of the model to 2%
- Add 8% of the portfolio in VTV.
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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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