Trade Alert – All Models
As noted yesterday, we are using earnings weakness and other price opportunities to continue building out the Dividend Equity Model. Today, we are adding another 1/3rd of target position sizes to Apple, Abbvie, Google, Goldman Sachs, JP Morgan, and Coca-Cola.
In the Equity and ETF models we are shifting duration in bond portfolios by reducing our large weighting in 1-3 year T-Bills (SHY) to 7-10 year Treasury bonds (IEF.) With the Federal Reserve cutting rates this year, and the recent pullback providing an entry point, we are shifting our duration mildly.
Dividend Equity Model
- Increasing current holds by the same amount as the original buys.
- Apple (AAPL), Abbvie (ABBV), Google (GOOG), Goldman Sachs (GS), JP Morgan (JPM), and Coca-Cola (KO).
Equity And ETF Models
- Sell 5% of the iShares 1-3 Year Treasury Bill ETF (SHY)
- Initiate a 5% position in the iShares 7-10 Year Treasury Bond ETF (IEF)
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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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