Trade Alert – Dividend Equity Model Quarterly Rebalance
Today, as we head into the end of the quarter, we are rebalancing the Dividend Equity Growth Model early to take advantage of the recent stock decline. The model is designed to take advantage of the passive indexing flows into the largest company stocks, which should help provide relative market performance. The bottom 70% of the portfolio are equally weighted holdings of more fundamentally based companies with strong dividend histories.
Dividend Equity Growth Model
- Reduce the following holdings to 3.33% of the portfolio – O, MO, KO, VZ, XOM, MMM, DUK, KMI, NLY, AEP, and ABBV.
- Increase the following holdings to 3.33% of the portfolio – TFC and JPM
- Increase the following holdings to 5% of the portfolio – AMZN, MSFT, AAPL, NVDA, META, and GOOG
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.
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)