Portfolio Trade Alert – October 17, 2022

By Lance Roberts | October 17, 2022

Trade Alert For Equity & ETF Models

When the Federal Reserve breaks something, the yield curve will UN-invert rapidly, which will bode well for financial-related stocks. While we will add some direct exposure to bank stocks, we continue to add to our holding of iShare Preferred Income ETF (PFF), which is currently carrying a dividend yield north of 5%.

Equity Model

  • Increase PFF by 1% of the portfolio, bringing the total weight to 3%.

ETF Model

  • Increase PFF by 1% of the portfolio, bringing the total weight to 3%.

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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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