Contact Us 855-RIA-PLAN (855-742-7526)

Portfolio Trade Alert – March 7, 2023

By Lance Roberts | March 7, 2023

Trade Alert For Equity And ETF Models

We have recently discussed beginning to shift the duration of our bond holdings to a longer-term time frame in anticipation of economic weakness and an eventual reversal of Fed policy. We started by shifting 1-3 month Treasuries (BIL) to 1-3 year Treasuries (SHY). Today, with our “money flow buy signal” triggering from an oversold level, we are bringing the iShares 20-Year Treasury ETF (TLT) to target weight. We will build on this small move as we continue to slowly lengthen the duration of the overall bond holdings in our portfolios.

Portfolio Trade Alert - 03-07-23, Portfolio Trade Alert – March 7, 2023

Both Models

Rebalance iShares 20-Year Treasury Bond ETF (TLT) To 10% 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
Customer Relationship Summary (Form CRS)

Also Read

TPA-RRG Report (relative rotation scores & rankings) 4/5/24 Apr 8, 2024

This week’s top 10 Buys and top 10 Sells 4/7/24 Apr 8, 2024

Fear Not the Short-Term Hiccups Apr 3, 2024

> Back to All Posts

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Clarity Financial LLC dba SimpleVisor is a registered investment adviser located in Houston, TX. SimpleVisor may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. SimpleVisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SimpleVisor’s web site on the Internet should not be construed by any consumer and/or prospective client as SimpleVisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SimpleVisor with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SimpleVisor, please contact the state securities regulators for those states in which SimpleVisor maintains a registration filing. A copy of Clarity Financial’s current written disclosure statement discussing SimpleVisor’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from www.realinvestmentadvice.com upon written request. SimpleVisor does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SimpleVisor’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Alora Consulting LLC and individually licensed and appointed insurance agents.