Trade Alert – Equity & ETF Model
To wrap up the year, we are taking a short-term tax loss sell in the Russell 2000 Index ETF (IWM) in both models. However, we are increasing Utilities exposure in both models by 1%. In the ETF Model, we are increasing the iShares Utilities ETF (XLU) to 4.5% of the portfolio. In the Equity Model, we are increasing Ge Vernova (GEV) by 1% to 2% of the portfolio. We expect increased demand in 2025 for power generation for data centers and artificial intelligence buildout.
Equity Model
- Sell 100% of IWM
- Increase GEV to 2% of the portfolio.
ETF Model
- Sell 100% of IWM
- Increase XLU to 4.5% 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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