Trade Alert – All Models
We are using the recent correction to rebalance some holdings in all models.
In the EQUITY model, we are selling 100% of Comcast (CMCSA), as we are overweight communications, for the tax loss after taking gains in both Nvidia (NVDA) and AMD (AMD) earlier this year. After the correction in Technology, we are bringing NVDA and AMD back to model weight. Given the market volatility, however, we are balancing those positions by increasing Berkshire (BRK.B), Costco (COST), and Walmart (WMT).
In the ETF model, we are reducing the Communications ETF (XLC) by 1% and increasing the Discretionary ETF (XLY) by an equal amount.
In the DIVIDED model, we have been waiting for a correction to continue moving that model toward target weightings following its launch earlier this year. As such, we are adding to Apple (AAPL), Medtronic (MDT), CVS (CVS), Verizon (VZ), Stanley Black & Decker (SWK), Realty Income (O), Fastenal (FAST), Microsoft (MSFT), Amazon (AMZN), and Nvidia (NVDA). Alerian MLP (AMLP), Meta (META).
Equity Model
- Sell 100% of Comcast Communications (CMCSA) for the tax loss.
- Increase AMD (AMD), Nvidia (NVDA), Berkshire (BRK.B), Costco (COST) and Walmart (WMT).
ETF Model
- Sell 1% of SPDR Communications ETF (XLC)
- Buy 1% of the portfolio of SPDR Discretionary ETF (XLY)
Dividend Equity Model
- Increase holdings of Apple (AAPL), Amazon (AMZN), Nvidia (NVDA), Meta (META), Medtronic (MDT), CVS (CVS), Verizon (VZ), Stanley (SWK), Realty Income (O), and Fastnel (FAST), Alerian MLP (AMLP)
Want These Alerts Via TEXT?
To receive trade information via text, click on your user name in the upper right corner of the website. Then click My Account and the title SMS Notification Preferences.
NOTE: You must add your country code in front of your number. The U.S. code is 1.
Please let us know if you have any problems.
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)