Portfolio Trade Alert – August 9, 2023

By Lance Roberts | August 9, 2023

Trade Alert Equity Model Only

This morning we added 1% of Apple to the equity model. The stock is down about 10% in the last week or nearing a good buy trigger on the MACD and money flow. We have been patiently waiting to add exposure, so with Apple at two-month lows, our patience has paid off. We are holding off adding to XLK as the technical opportunity is not quite the same yet.

Equity Model

  • Add 1% of the portfolio to Apple (AAPL), increasing position size to 3.5%.

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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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