Trade Alert – Equity Model Only
This morning, we added half a percent of Ratheon Technologies (RTX) to the equity model. RTX is getting battered on the recall news and the $3bn price tag. Assuming the recall costs aren’t much worse, the stock is overreacting. More likely, they are overestimating the costs. This brings our holding to 3%.
Equity Model
- Increase Ratheon Technologies (RTX) to 3% 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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