Contact Us    855-RIA-PLAN (855-742-7526)

Trade Alert

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
Portfolio Trade Alert – December 31, 2024

Portfolio Trade Alert – December 31, 2024

By Lance Roberts | Dec 31, 2024 | PRO TRADING
Trade Alert - Equity & ETF Model To wrap up the year, we are taking a short-term tax loss sell in the...
Portfolio Trade Alert – December 23, 2024

Portfolio Trade Alert – December 23, 2024

By Lance Roberts | Dec 23, 2024 | PRO TRADING
Trade Alert - Dividend Equity Model Only Given the deep oversold condition in the energy...
Portfolio Trade Alert – December 19, 2024

Portfolio Trade Alert – December 19, 2024

By Lance Roberts | Dec 19, 2024 | PRO TRADING
Trade Alert - Equity And ETF Model In August, we reduced our positions in Diamondback Energy (FANG), Exxo...
Portfolio Trade Alert – November 21, 2024

Portfolio Trade Alert – November 21, 2024

By Lance Roberts | Nov 21, 2024 | PRO TRADING
Trade Alert - Equity & ETF Model This morning, we added half a percent to Ely Lilly (LLY) and reduced...
Portfolio Trade Alert – November 12, 2024

Portfolio Trade Alert – November 12, 2024

By Lance Roberts | Nov 12, 2024 | PRO TRADING
Trade Alert - Equity Model This morning, we bought ABBV back up to its model weight. The stock was hit by...
Portfolio Trade Alert – November 7, 2024

Portfolio Trade Alert – November 7, 2024

By Lance Roberts | Nov 7, 2024 | PRO TRADING
Trade Alert - All Models With the election behind us, we are rebalancing the Equity and ETF models and ad...
Portfolio Trade Alert – October 15, 2024

Portfolio Trade Alert – October 15, 2024

By Lance Roberts | Oct 15, 2024 | PRO TRADING
Trade Alert - Equity & ETF Model We added to our energy exposure a couple of months ago, expecting a...
Portfolio Trade Alert – October 3, 2024

Portfolio Trade Alert – October 3, 2024

By Lance Roberts | Oct 3, 2024 | PRO TRADING
Trade Alert - Equity & ETF Models As...