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Trade Alert

Portfolio Trade Alert – October 21, 2025

Portfolio Trade Alert – October 21, 2025

By Lance Roberts | Oct 21, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models We are rebalancing both models as we head into the seasonally stron...
Portfolio Trade Alert – September 30, 2025

Portfolio Trade Alert – September 30, 2025

By Lance Roberts | Sep 30, 2025 | PRO TRADING
Trade Alert - Crypto Model Only Yesterday, the crypto model was up over 5% in a single day due to a sharp...
Portfolio Trade Alert – September 29, 2025

Portfolio Trade Alert – September 29, 2025

By Lance Roberts | Sep 29, 2025 | PRO TRADING
Trade Alert - Equity, Dividend Growth & ETF Models This morning, we rebalanced our core models, havin...
Portfolio Trade Alert – September 25, 2025

Portfolio Trade Alert – September 25, 2025

By Lance Roberts | Sep 25, 2025 | PRO TRADING
Trade Alert - Rebalancing All Thematic Models As we approach quarter-end, we are rebalancing the new ...
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...