Portfolio Trade Alert – January 23, 2024

By Lance Roberts | January 23, 2024

Trade Alert – NEW MODEL – Dividend Equity-Focused Portfolio

Today, we are launching a new portfolio: a 100% equity portfolio split 70% on dividend stocks and 30% on S&P 500 growth stocks. We are buying 1/3 of the positions today, and over the next couple of weeks, we will dollar-cost average into the remaining 2/3rds. The goal is a long-term holding period with lower volatility and a higher yield than the S&P 500.

Dividend Equity-Focused Model

Portfolio Trade Alert - 01-23-24, Portfolio Trade Alert – January 23, 2024

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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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