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Trade Alert

Portfolio Trade Alert – January 12, 2024

Portfolio Trade Alert – January 12, 2024

By Lance Roberts | Jan 12, 2024 | PRO TRADING
Trade Alert - Equity Model Only This morning, United Healthcare (UNH) reported stronger-...
Portfolio Trade Alert – January 5, 2024

Portfolio Trade Alert – January 5, 2024

By Lance Roberts | Jan 5, 2024 | PRO TRADING
Trade Alert - Equity & ETF Models As we closed out last year, we took advantage of tax loss selling t...
Portfolio Trade Alert – December 19, 2023

Portfolio Trade Alert – December 19, 2023

By Lance Roberts | Dec 19, 2023 | PRO TRADING
Trade Alert - Equity Model Only We are selling PNC Bank (PNC) in the equity model after...
Portfolio Trade Alert – December 15, 2023

Portfolio Trade Alert – December 15, 2023

By Lance Roberts | Dec 15, 2023 | PRO TRADING
Trade Alert - Equity & ETF Models There hasn't been much need for changes to the portfolio models as...
Portfolio Trade Alert – December 1, 2023

Portfolio Trade Alert – December 1, 2023

By Lance Roberts | Dec 1, 2023 | PRO TRADING
Trade Alert - ETF Model Only With the recent rally in the market, we are taking the opportunity to wrap u...
Portfolio Trade Alert – November 20, 2023

Portfolio Trade Alert – November 20, 2023

By Lance Roberts | Nov 20, 2023 | PRO TRADING
Trade Alert - Equity Model Only This morning, we trimmed Nvidia (NVDA) and AMD (AMD) bac...
Portfolio Trade Alert – November 17, 2023

Portfolio Trade Alert – November 17, 2023

By Lance Roberts | Nov 17, 2023 | PRO TRADING
Trade Alert - Equity And ETF Models We previously discussed that oil had gotten extremel...
Portfolio Trade Alert – November 16, 2023

Portfolio Trade Alert – November 16, 2023

By Lance Roberts | Nov 16, 2023 | PRO TRADING
Trade Alert - Equity Model Yesterday, Cisco Systems (CSCO) announced disappointing results sending the st...
Portfolio Trade Alert – November 14, 2023

Portfolio Trade Alert – November 14, 2023

By Lance Roberts | Nov 14, 2023 | PRO TRADING
Trade Alert - Equity Model This morning, we added 1.5% BRK-B to the equity model. We did nothing in the s...
Portfolio Trade Alert – November 13, 2023

Portfolio Trade Alert – November 13, 2023

By Lance Roberts | Nov 13, 2023 | PRO TRADING
Trade Alert - Equity Model We are continuing our portfolio tax loss selling this morning with the remaind...