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Trade Alert

Portfolio Trade Alert – April 10, 2025

Portfolio Trade Alert – April 10, 2025

By Lance Roberts | Apr 10, 2025 | PRO TRADING
Trade Alert - All Models As we have discussed over the last two weeks, the deep oversold condition of the...
Portfolio Trade Alert – April 9, 2025

Portfolio Trade Alert – April 9, 2025

By Lance Roberts | Apr 9, 2025 | PRO TRADING
Trade Alert - All Models This week's sell-off triggered our weekly sell signals, historically suggesting...
Portfolio Trade Alert – April 4, 2025

Portfolio Trade Alert – April 4, 2025

By Lance Roberts | Apr 4, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models We sold Arista Networks (ANET) in the Equity Model as it broke belo...
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...