Trade Alert – Equity & ETF Models
We are doing minor portfolio rebalancing in the Equity and ETF models to balance portfolio risk. This is only minor maintenance and not a required trade. However, positions like PLTR and GEV have had massive runs recently, so we are just reducing those back to target portfolios. Conversely, we are adding to some of our more oversold positions to potentially gain from a market rotation if we enter into a more “risk-off“ environment.
Refer to the portfolios tab for the target weights of each position.
Equity Model
- Bring PG, OKE, PANW, KMI, and BRK-B to portfolio target weights.
- Reduce PLTR, GEV, GOOG, JPM, AMZN, NVDA, and NLY to target weights.
ETF Model
- Increase XLP, XLV, and XLF to target weights.
- Reduce XLK, XLC, XLU, and XLI to target weightings.
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)