Portfolio Trade Alert – November 13, 2023

By Lance Roberts | November 13, 2023

Trade Alert – Equity Model

We are continuing our portfolio tax loss selling this morning with the remainder of Public Storage (PSA). Longer-term we like this company and will look to buy it back at some point after our 30-day tax loss selling period. This stock, in particular, should perform well in a lower interest rate environment next year, so we are looking for time to work on our side to provide a better entry point in 2024.

Equity Model

  • Sell 100% of Public Storage (PSA)

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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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