Contact Us    855-RIA-PLAN (855-742-7526)

Trade Alert

Portfolio Trade Alert – September 21, 2023

Portfolio Trade Alert – September 21, 2023

By Lance Roberts | Sep 21, 2023 | PRO TRADING
Trade Alert - Equity Model Only We previously owned Albemarle (ALB) due to its leading position in lithiu...
Portfolio Trade Alert – September 18, 2023

Portfolio Trade Alert – September 18, 2023

By Lance Roberts | Sep 19, 2023 | PRO TRADING
Trade Alert - Equity & ETF Models As we have discussed over the last several weeks, we continue using...
Portfolio Trade Alert – September 18, 2023

Portfolio Trade Alert – September 18, 2023

By Lance Roberts | Sep 18, 2023 | PRO TRADING
Trade Alert - Equity Model Only This morning, we added half a percent of Ratheon Technol...
Portfolio Trade Alert – September 11, 2023

Portfolio Trade Alert – September 11, 2023

By Lance Roberts | Sep 11, 2023 | PRO TRADING
Trade Alert - Equity Model Only This morning, we are taking some actions to accomplish two goals. 1) The...
Portfolio Trade Alert – September 6, 2023

Portfolio Trade Alert – September 6, 2023

By Lance Roberts | Sep 6, 2023 | PRO TRADING
Trade Alert As we have repeatedly discussed in our weekly newsletter, we have been waiting for the right...
Portfolio Trade Alert – August 31, 2023

Portfolio Trade Alert – August 31, 2023

By Lance Roberts | Aug 31, 2023 | PRO TRADING
Trade Alert - Equity And ETF Models This morning, we added to our existing regional bank...
Portfolio Trade Alert – August 28, 2023

Portfolio Trade Alert – August 28, 2023

By Lance Roberts | Aug 28, 2023 | PRO TRADING
Trade Alert - Equity And ETF Models After the recent selloff in Nvidia (NVDA), we are restarting a positi...
Portfolio Trade Alert – August 17, 2023

Portfolio Trade Alert – August 17, 2023

By Lance Roberts | Aug 17, 2023 | PRO TRADING
Trade Alert - Equity Model Only This morning we swapped our 1.5% in IWM for CSCO in the equity model. In...
Portfolio Trade Alert – August 15th, 2023

Portfolio Trade Alert – August 15th, 2023

By Lance Roberts | Aug 15, 2023 | PRO TRADING
Trade Alert - Equity And ETF Models As we have repeatedly discussed, we have been waiting for some corre...
Portfolio Trade Alert – August 9, 2023

Portfolio Trade Alert – August 9, 2023

By Lance Roberts | Aug 9, 2023 | PRO TRADING
Trade Alert - Equity Model Only This morning we added 1% of Apple to the equity model. T...