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

Portfolio Trade Alert – 11-29-21

By Lance Roberts | November 30, 2021

Portfolio Trade Alert For 11-29-21

Top 10-Buys and Sells From TPA Research

Click on RIAPro+ today to add TPA Research to your subscription for just $20/month. 

Portfolio Trade 11-29-21, Portfolio Trade Alert – 11-29-21

November 22, 2021

*** Portfolio Trading Alert ***  – Equity Model Only

We sold Verizon (VZ) in the equity model this morning for tax-loss harvesting. We have a lot of gains to offset this year from profit-taking.  While we like Verizon fundamentally, particularly the 4% yield, we think it could continue to trade weaker over the next couple of weeks as mutual funds and professional managers do the same. We will likely buy it back in a month as it should benefit from the infrastructure bill and a potential shift to value next year.

  • Sell 100% of Verizon (VZ)
> Back to All Posts