Trade Alert – Equity Model Only
This morning we swapped our 1.5% in IWM for CSCO in the equity model. In the sector model, we are leaving IWM. This will better align small-cap exposure in both portfolios. CSCO adds to our technology weighting, which we have been trying to increase. It also has somewhat of a value tilt with a P/E<20 and a 2.85% dividend.
- Sell 100% of Russell 2000 Index ETF (IWM)
- Buy 1.5% of the portfolio in Cisco Systems (CSCO)
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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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