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Portfolio Trade Alert – June 2, 2023

By Lance Roberts | June 2, 2023

Trade Alert – Equity Model Only

Over the last few years, we have repeatedly bought and sold portions of our long-term holdings. These companies pay a dividend, are regular dividend growers, and have a significant barrier to entry for their products.

We are adding to two of our core long-term holdings in the Equity model today after we took profits in these positions last year. We are adding 1/2 percent of the portfolio size to both Proctor & Gamble (PG) and Abbvie (ABBV).

Equity Model Only

Increase current portfolio position in Proctor & Gamble (PG) by 0.5%
Add to current portfolio position in Abbvie (ABBV) by 0.5%

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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