Portfolio Trade Alert – January 24, 2024

By Lance Roberts | January 24, 2024

Trade Alert – Dividend Equity Model

We launched the Dividend Equity Growth Model yesterday and bought the initial 1/3 of all positions. We noted then we are looking for opportunities to increase exposure to those holdings. The declines in 3M (MMM) and Kimberly-Clark (KMB) following earnings are an opportunity to add to those positions again, bringing our cost basis down. We executed those trades at the open this morning.

Dividend Equity Model

  • Increase 3M (MMM) to 2.3% of the portfolio.
  • Increase Kimberly-Clark (KMB) to 2.3% of the portfolio.

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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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