Portfolio Trade Alert – October 4, 2022

By Lance Roberts | October 4, 2022

Trade Alert For Equity Model & ETF Models

We have discussed the extremely oversold market condition with a deeply bearish sentiment for the last couple of weeks. Such is a good setup for a “short squeeze” in the markets, and we saw the beginnings of that yesterday with the start of the final quarter. We are adding some exposure to participate in this rally, but as we approach previous downtrend resistance, we will begin reducing that exposure and taking profits. We will likely reduce our total current exposure by more than we added as the rally progresses.

Equity Model

  • Add 1% to the Preferred Equity ETF (PFF)
  • Add 0.5% to AMZN, NVDA, and AMD for the rally.

ETF Model

  • Add 1% to the Preferred Equity ETF (PFF)
  • Add 1.5% to the SPDR Technology Sector Index (XLK) for the rally.

Talk with an Advisor & Planner Today!


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
Customer Relationship Summary (Form CRS)

> Back to All Posts