Portfolio Trade Alert – December 23, 2024

By Lance Roberts | December 23, 2024

Trade Alert – Dividend Equity Model Only

Given the deep oversold condition in the energy sector, we are selling one of our utility stocks and adding to energy. We are also swapping a 3%+ dividend yield for a 4.6% yield. We were overweight in the utilities sector with Edison (ED), so we are swapping ED for KinderMorgan (KMI), which should also benefit from the data center buildout and future power demand increases.

Equity Model

  • Sell 100% of Edison (ED)
  • Initiate a 3.33% position in the portfolio with KinderMorgan (KMI)

Want These Alerts Via TEXT?

To receive trade information via text, click on your user name in the upper right corner of the website. Then click My Account and the title SMS Notification Preferences.

NOTE: You must add your country code in front of your number. The U.S. code is 1.

Please let us know if you have any problems.


Talk with an Advisor & Planner Today!

lance_sig

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
Customer Relationship Summary (Form CRS)

> Back to All Posts