Trade Alert – Dividend Equity Model
Today, we are rebalancing the Dividend Equity Model. Several stocks like META have grown well outside their portfolio target weights. Others, like MSFT have declined below their targets.
With the market trading at elevated levels, we are taking the opportunity to rebalance portfolio positions back to target. We have excluded all positions less than 0.10% from its target weighting.
Dividend Equity Model
- Reducing IBM, JPM, and META to target portfolio weights. (IBM and JPM are 3.3% each, and META is 5%)
- Increasing O, MO, XOM, KMI, and FRT to 3.3% of the portfolio.
- Adding to MSFT and NVDA to bring them up to 5% target weights each.
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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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