Portfolio Trade Alert – March 14, 2022

By Lance Roberts | March 14, 2022

Trade Alert For Equity And ETF Models Only

For the second time this year, we are rebalancing our energy holdings back to model weights at the market open this morning.

Energy stocks are grossly overbought and the price of oil is way above fundamental demand levels. That demand will worsen as a recession sets in this year, leading to a reversion in energy prices. We are taking profits now and will look to reduce holding sizes as needed later this year.

Equity Model

  • Reduce Exxon Mobil (XOM) to 2% of the portfolio.
  • Reduce Marathon Oil (MRO) to 1.5% of the portfolio.

ETF Model

  • Reduce SPDR Energy ETF (XLE) to 3% of the portfolio.

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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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