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Trade Alert

Portfolio Trade Alert – August 6, 2025

Portfolio Trade Alert – August 6, 2025

By Lance Roberts | Aug 6, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models We are doing minor portfolio rebalancing in the Equity and ETF mode...
Portfolio Trade Alert – July 17, 2025

Portfolio Trade Alert – July 17, 2025

By Lance Roberts | Jul 17, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models This morning, we are rebalancing some of the risk in our equity por...
Portfolio Trade Alert – July 14, 2025

Portfolio Trade Alert – July 14, 2025

By Lance Roberts | Jul 14, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models This morning, we shifted our fixed income model in the equity and s...
Portfolio Trade Alert – June 25, 2025

Portfolio Trade Alert – June 25, 2025

By Lance Roberts | Jun 25, 2025 | PRO TRADING
Trade Alert - All Models With the market breakout of the bullish flag discussed in our
Portfolio Trade Alert – May 28, 2025

Portfolio Trade Alert – May 28, 2025

By Lance Roberts | May 28, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models We recently added to our long-bond ETF (EDV) exposure for a reflexi...
Portfolio Trade Alert – May 23, 2025

Portfolio Trade Alert – May 23, 2025

By Lance Roberts | May 23, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models This morning, following President Trump's renewed ire against Apple...
Portfolio Trade Alert – May 22, 2025

Portfolio Trade Alert – May 22, 2025

By Lance Roberts | May 22, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models In both models, we are removing the short S&P 500 index positio...
Portfolio Trade Alert – May 16, 2025

Portfolio Trade Alert – May 16, 2025

By Lance Roberts | May 16, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models In early April, we reduced our exposure to healthcare stocks as the...
Portfolio Trade Alert – May 15, 2025

Portfolio Trade Alert – May 15, 2025

By Lance Roberts | May 15, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models This morning, we took some profits in our energy positions, coincid...
Portfolio Trade Alert – April 30, 2025

Portfolio Trade Alert – April 30, 2025

By Lance Roberts | Apr 30, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models With the market's roughly 50% retracement from the recent lows, we...