Portfolio Trade Alert – June 14, 2022

By Lance Roberts | June 14, 2022

Trade Alert For Equity & ETF Model

This morning we reduced our S&P 500 Short position by 50% for a couple of reasons:

  1. The market is very oversold on a short-term basis and could bounce on any surprise comments from the Fed tomorrow.
  2. We are holding a lot of cash after the sales we made yesterday, so reducing the hedge a bit here doesn’t change our downside protection much but will allow the portfolio to participate a bit better during a potential bounce.

We sold the position with a small gain after yesterday’s decline. Therefore, we don’t have to worry about wash sale rules to add it back to the model on any bounce over the next few days.

Both Models

  • Sell 50% of the S&P 500 Short ETF (SH)

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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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