Portfolio Trade Alert – August 12, 2022

By Lance Roberts | August 12, 2022

Trade Alert For ETF And Equity Models

While we are holding an outsized position in cash in our bond allocation to hedge against interest rate risk, we are moving 10% of that allocation to the 1-3 Month Treasury Bill ETF (BIL) for now to earn a better yield than money market and what we currently have allocated to Floating Rate Treasuries (TFLO). This is a temporary parking spot for cash until we begin to add to our longer-duration holdings as a recession becomes more evident.

Both Equity And ETF Models

  • Initiate a 10% position into SPDR 1-3 Month Treasury Bills (BIL)

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Lance Roberts is a Chief Portfolio Strategist/Economist for RIA Advisors. He is also the host of “The Lance Roberts Podcast” and Chief Editor of the “Real Investment Advice” website and author of “Real Investment Daily” blog and “Real Investment Report“. Follow Lance on Facebook, Twitter, Linked-In and YouTube
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2022/08/12
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