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Portfolio Trade Alert – September 11, 2023

By Lance Roberts | September 11, 2023

Trade Alert – Equity Model Only

This morning, we are taking some actions to accomplish two goals. 1) The first is the continued rebalancing of the portfolio to more closely align the weighting to our benchmark index, and 2) to reduce the number of holdings to 20 in total. After today’s rebalancing, we are holding 25 stocks, which we will continue to work on further reducing and consolidating the portfolio.

Equity Model

Sell 100% of Coca-Cola Company (KO)
Add 1% of the portfolio to both Proctor & Gamble (PG) and Apple (AAPL)

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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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