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Portfolio Trade Alert – July 3, 2023

By Lance Roberts | July 3, 2023

Trade Alert – Equity Model Only

With the year’s first half ending strongly, we have been slowly increasing our equity exposure. We wanted to get through Friday’s quarter-end rebalancing, which went smoothly, with the markets ending positively. We have been watching Public Storage (PSA) and Advanced Micro Devices (AMD) for a reasonable technical entry point to add to those positions. The recent technical improvement in both positions gave us that opportunity.

Equity Model

Add 1% of the portfolio to Public Storage (PSA)
Increase Advanced Micro Devices (AMD) by 1% of the portfolio.

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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