Portfolio Trade Alert – November 14, 2023

By Lance Roberts | November 14, 2023

Trade Alert – Equity Model

This morning, we added 1.5% BRK-B to the equity model. We did nothing in the sector model as it has about 5% more weight because we have not needed to be as active in our portfolio management adjustments. BRK-B shows strong momentum with a value/quality tilt and positive technicals. We were also decently underweight financial holdings in the equity model.

Equity Model

  • Initiate a 1.5% position in Berkshire Hathaway B-Shares (BRK-B)

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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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