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Trade Alert

Portfolio Trade Alert – March 24, 2025

Portfolio Trade Alert – March 24, 2025

By Lance Roberts | Mar 24, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models This morning, we added to the financial sector via J.P. Morgan (JPM...
Portfolio Trade Alert – March 20, 2025

Portfolio Trade Alert – March 20, 2025

By Lance Roberts | Mar 20, 2025 | PRO TRADING
Trade Alert - Dividend Equity Model Quarterly Rebalance Today, as we head into the end of the quarter, we...
Portfolio Trade Alert – March 11, 2025

Portfolio Trade Alert – March 11, 2025

By Lance Roberts | Mar 11, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models We have been nibbling at stocks that have reached extreme oversold...
Portfolio Trade Alert – March 5, 2025

Portfolio Trade Alert – March 5, 2025

By Lance Roberts | Mar 5, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models As noted yesterday, given the recent market decline, we continue to...
Portfolio Trade Alert – March 4, 2025

Portfolio Trade Alert – March 4, 2025

By Lance Roberts | Mar 4, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models We are starting to rebalance the Equity and ETF portfolios today. O...
Portfolio Trade Alert – February 26, 2025

Portfolio Trade Alert – February 26, 2025

By Lance Roberts | Feb 26, 2025 | PRO TRADING
Trade Alert - Equity Models This morning, we are doing a tax loss harvest and swapping in the portfolio....
Portfolio Trade Alert – February 18, 2025

Portfolio Trade Alert – February 18, 2025

By Lance Roberts | Feb 18, 2025 | PRO TRADING
Trade Alert - Dividend Equity Model Today, we are rebalancing the Dividend Equity Model. Several stocks l...
Portfolio Trade Alert – February 11, 2025

Portfolio Trade Alert – February 11, 2025

By Lance Roberts | Feb 11, 2025 | PRO TRADING
Trade Alert - Equity Model As we discussed last week, the market has started to show signs of technical w...
Portfolio Trade Alert – January 17, 2025

Portfolio Trade Alert – January 17, 2025

By Lance Roberts | Jan 17, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models In our latest analysis of relative performance, staples have become...
Portfolio Trade Alert – January 14, 2025

Portfolio Trade Alert – January 14, 2025

By Lance Roberts | Jan 14, 2025 | PRO TRADING
Trade Alert - Equity & ETF Model On this morning's