Portfolio Trade Alert – February 28, 2023

By Lance Roberts | February 28, 2023

Trade Alert For Equity Model Only

This morning we sold our .50% position in Advanced Micro Devices (AMD). We originally bought stakes in both AMD and Nivida (NVDA) and previously sold half of the original position. NVDA is the clear winner in the semiconductor sector and remains well positioned for the future of gaming, cryptocurrency mining, and Artificial Intelligence. We are taking a slight profit on AMD and will double our position in NVDA on a pullback.

Equity Model

  • Sell 100% of Advanced Micro Devices (AMD)


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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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