Trade Alert – Equity & ETF Models
We are selling our two software companies and the software ETF that we added a few weeks ago. The initial purchases have not worked as expected, as the bearish AI narrative continues to weigh heavily on the sector despite significant losses. Yesterday, despite broad market gains, most software stocks were lower. We may revisit the sector if or when the tone improves.
Equity Model
- Sell 100% of CRM
- Sell 100% of NOW
ETF Model
- Sell 100% of IGV
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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
Customer Relationship Summary (Form CRS)