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Portfolio Trade Alert – March 24, 2025

By Lance Roberts | March 24, 2025

Trade Alert – Equity & ETF Models

This morning, we added to the financial sector via J.P. Morgan (JPM) and the iShares Financial Sector ETF (XLF.) We have been running below-market exposure in the sector and are using the positive technical outlook, along with increasing signs the market will bounce, to bring them up to speed.

Equity Model

Increase JPM to target portfolio weight of 3%

ETF Model

Increase XLF to target portfolio weight of 5%

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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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