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Trade Alert

SimpleVisor Trade Alert – April 11, 2022

SimpleVisor Trade Alert – April 11, 2022

By Lance Roberts | Apr 11, 2022 | PRO TRADING
Trade Alert For SimpleVisor Automated Account Models Given the deeply oversold condition of the bond mark...
Portfolio Trade Alert – April 1, 2022

Portfolio Trade Alert – April 1, 2022

By Lance Roberts | Apr 1, 2022 | PRO TRADING
Trade Alert For Equity & ETF Models This morning we are selling 100% of JP Morgan (JPM) as higher rat...
Portfolio Trade Alert – March 28, 2022

Portfolio Trade Alert – March 28, 2022

By Lance Roberts | Mar 28, 2022 | PRO TRADING
Trade Alert For Equity & ETF Models Only We are taking profits in our recent growth stocks that we in...
Portfolio Trade Alert – March 24, 2022

Portfolio Trade Alert – March 24, 2022

By Lance Roberts | Mar 24, 2022 | PRO TRADING
Trade Alert For Equity & ETF Models As we discussed previously gold has been the process of completin...
Portfolio Trade Alert – March 23, 2022

Portfolio Trade Alert – March 23, 2022

By Lance Roberts | Mar 23, 2022 | PRO TRADING
Trade Alert For Equity & ETF Models We are adding 2% of the portfolio to our existing Treasury Bond p...
Portfolio Trade Alert – March 18, 2022

Portfolio Trade Alert – March 18, 2022

By Lance Roberts | Mar 18, 2022 | PRO TRADING
Trade Alert For Equity Model Only We are adding to our position in Proctor & Gamble (PG) today after...
Portfolio Trade Alert – March 15, 2022

Portfolio Trade Alert – March 15, 2022

By Lance Roberts | Mar 15, 2022 | PRO TRADING
Trade Alert For Equity & Equity Models Only With prices down in our long-term core portfolio holdings...
Portfolio Trade Alert – March 14, 2022

Portfolio Trade Alert – March 14, 2022

By Lance Roberts | Mar 14, 2022 | PRO TRADING
Trade Alert For Equity And ETF Models Only For the second time this year, we are rebalancing our energy h...
Portfolio Trade Alert – March 10, 2022

Portfolio Trade Alert – March 10, 2022

By Lance Roberts | Mar 10, 2022 | PRO TRADING
Trade Alert For Equity & ETF Models Yesterday, Amazon (AMZN) announced a 20-for-1 stock split and a $...
Portfolio Trade Alert – March 08, 2022

Portfolio Trade Alert – March 08, 2022

By Lance Roberts | Mar 8, 2022 | PRO TRADING
Trade Alert For Equity Model Only This morning we sold the remaining ADBE (1%) in the equity model after...