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Portfolio Trade Alert – May 28, 2025

By Lance Roberts | May 28, 2025

Trade Alert – Equity & ETF Models

We recently added to our long-bond ETF (EDV) exposure for a reflexive trade given the very overbought conditions of interest rates. Today, we are clipping the profits on the trade and looking for the next opportunity.

Both Models

Reduce EDV to 5% 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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