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Trade Alert

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...
Portfolio Trade Alert – November 10, 2023

Portfolio Trade Alert – November 10, 2023

By Lance Roberts | Nov 10, 2023 | PRO TRADING
Trade Alert - Equity And ETF Model Over the last few weeks, we discussed using the potential market rally...
Portfolio Trade Alert – November 8, 2023

Portfolio Trade Alert – November 8, 2023

By Lance Roberts | Nov 8, 2023 | PRO TRADING
Trade Alert - Equity And ETF Model On October 6th, as yields were shooting higher on the 10-year Treasury...
Portfolio Trade Alert – November 6, 2023

Portfolio Trade Alert – November 6, 2023

By Lance Roberts | Nov 6, 2023 | PRO TRADING
Trade Alert - Equity And ETF Models This morning, we made a few trades in both portfolios.
Portfolio Trade Alert – October 30, 2023

Portfolio Trade Alert – October 30, 2023

By Lance Roberts | Oct 30, 2023 | PRO TRADING
Trade Alert - Equity Model Only The drubbing in stocks this past week has opened up an opportunity to add...
Portfolio Trade Alert – October 26, 2023

Portfolio Trade Alert – October 26, 2023

By Lance Roberts | Oct 26, 2023 | PRO TRADING
Trade Alert - Equity & ETF Models We are beginning to reduce risk and rebalance portfolios heading in...
Portfolio Trade Alert – October 12, 2023

Portfolio Trade Alert – October 12, 2023

By Lance Roberts | Oct 12, 2023 | PRO TRADING
Trade Alert - Equity & ETF Models This morning, we added 1% to XOM, bringing it back up to 3%. We als...
Portfolio Trade Alert – October 9, 2023

Portfolio Trade Alert – October 9, 2023

By Lance Roberts | Oct 9, 2023 | PRO TRADING
Trade Alert - Equity & ETF Model This morning, we reduced Costco (COST) by 1% and the iShares Staples...
Portfolio Trade Alert – October 6, 2023 – 2

Portfolio Trade Alert – October 6, 2023 – 2

By Lance Roberts | Oct 6, 2023 | PRO TRADING
Trade Alert - Equity Model ONLY (THIS IS NOT AN RIA CLIENT PORTFOLIO TRADE) As you know,...