Portfolio Trade Alert – May 11, 2022

By Lance Roberts | May 11, 2022

Trade Alert For Equity Model Only

In our process of shifting to a bit more defensive posture in our portfolio, we are adding a “start position” in United Healthcare (UNH.) The demographic story bolds well fundamentally, and healthcare will continue to be a defensive trade in a slowing economic environment. We will look to add to our position opportunistically.

UNH has shown good stability and tends to trade with the value grouping. Our intention is to add some value, lower beta now, and assuming we get the bounce we expect, shed some of the higher growth, higher beta names as the market peaks. Call it a running rebalance.  

Technically the stock is very oversold and near the bottom of its bullish uptrend channel.

Portfolio Trade Alert - 05-11-22, Portfolio Trade Alert – May 11, 2022
  • Initiate a 1.5% weighting of UNH to the portfolio.

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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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