Portfolio Trade Alert – August 11, 2022

By Lance Roberts | August 11, 2022

Trade Alert For Equity Model Only

We are rebalancing our energy exposure in the Equity model only by selling Marathon Oil (MRO) and adding to Exxon Mobil and Devon Energy. Energy has gone through a decent correction and turned back on short-term buy signals, and with a weakening dollar, such should bode well for energy stocks. While we like MRO, the consolidation into XOM and DVN boosted our overall dividend yield of the portfolio.

Equity Model Only

  • Sell 100% of Marathon Pertroleum (MRO)
  • Increase XOM to 2% of the portfolio.
  • Increase DVN 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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