Portfolio Trade Alert – February 1st, 2024

By Lance Roberts | February 1, 2024

Trade Alert – Dividend Equity Model

As we noted previously, we are using opportunities to build out the dividend equity model. Yesterday’s sell-off provided another opportunity to add to some existing positions, and initiate a new one, in our process. We need to increase the weight of the Technology shares, but will wait until after today’s earnings to look for a better entry point.

Dividend Equity Model

  • Initiating a position in Duke Energy (DUK)
  • Adding to existing holdings as follows increasing each to 2.2% of the portfolio.
    • Philip Morris (PM)
    • Simon Property Group (SPG)
    • Federal Realty Trust (FRT)
    • Stanley Black and Decker (SWK)
    • Realty Income (O)
    • Legget and Platt (LEG)
    • Verizon (VZ)
    • Consolidate Edison (ED)

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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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