Portfolio Trade Alert – August 1, 2024

By Lance Roberts | August 1, 2024

Trade Alert – Equity Model

This morning, we added 1% to OneOk (OKE) in the equity model. The stock hasn’t done much since we initially bought it, but it does sport a 4.75% yield which supports the yield of the overall portfolio. OKE is also a potential big beneficiary of the power grid expansion that we have discussed previously.

Equity Model

  • Increase OKE to 2% 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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