Trade Alert – Equity & ETF Models
In early April, we reduced our exposure to healthcare stocks as the threat of tariffs loomed large. With that threat largely mitigated, and the recent executive order on drug pricing being more “bark than bite,” we are starting to rebuild our positions at better prices. Today, we are increasing our current exposure in AbbVie (ABBV) and Eli Lilly (LLY) in the equity model, and adding to the iShares Healthcare Sector (XLV) in the ETF model.
Equity Model
- Increase ABBV to 3.5% of the portfolio and LLY to 2.5%.
ETF Model
- Increase XLV to 7% of 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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