Trade Alert – Equity & ETF Models
We are rebalancing both models as we head into the seasonally strong period of the year. In the Equity model, we are bringing META, AMZN, JPM, and KMI to target weights and selling all of NOW for the tax loss heading into year-end reporting.
In the ETF model, we are rebalancing all sectors closer to their index target weights. As such, we are slightly reducing XLV and XLU and adding to MGK, XLK, XLI, XLY, and XLF.
Equity Model
- Sell 100% of Service Now (NOW)
- Increase META to 4% and AMZN to 3.5% of the portfolio.
- Increase KMI to 3% of the portfolio and JPM to 2.5% of the portfolio.
ETF Model
- Reduce XLV to 5% of the portfolio and XLU to 3%.
- Increase MGK to 10% and XLK to 11%.
- Add to XLF to increase it to 8% of the portfolio.
- Increase XLI to 3.5% and XLY 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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