Portfolio Trade Alert – January 25, 2024

By Lance Roberts | January 25, 2024

Trade Alert – All Models

This morning, we are using the recent declines in some sectors to increase our portfolio exposure slightly. As we have noted previously, we want to maintain our overall equity exposure and opportunistically use the markets to increase that exposure toward target portfolio weights. We are doing that as detailed in the models below. With the overall market overbought, we are still underweight equity exposure, and hopefully, we will get an opportunity soon to move portfolios closer to target weights.

Equity Model

  • Reduce AMD (AMD) to 3% of the portfolio (taking profits after a huge run.)
  • Increase Comcast Communications (CMCSA) to 4% of the portfolio.
  • Increase United Healthcare (UNH) to 3.5% of the portfolio.

ETF Model

  • Initiate a 1% of the portfolio position in SPDR Basic Materials ETF (XLB).
  • Increase SPDR Healthcare ETF (XLV) to 9.25% of the portfolio.

Dividend Equity Model

  • Increase CVS Health (CVS) to 2.1% of the portfolio.

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