Portfolio Trade Alert – January 26, 2023

By Lance Roberts | January 26, 2023

Trade Alert For Equity & ETF Models

As the market technicals continue to improve, we are cautiously adding some exposure to our S&P Equal Weight (RSP) trading position. At the same time, we are also nibbling at some value companies with high dividends and adding to stocks responding positively to poor earnings.

Such was the case with Microsoft (MSFT), which reported poor guidance, and the stock has rallied since, suggesting the bulk of the bad news is priced in. Furthermore, their investment into ChatGPT will likely be a game changer for the company, so we are adding to our current position after taking good profits from it last year.

Equity Model

  • Buy 1% of the portfolio of Microsoft (MSFT) to increase the position.
  • Add 2% of the portfolio to the S&P 500 Equal Weight ETF (RSP)

ETF Model

  • Add 2% of the portfolio to the S&P 500 Equal Weight ETF (RSP)

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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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