Portfolio Trade Alert – March 18, 2022

By Lance Roberts | March 18, 2022
Portfolio Trade Alert - 03-18-22, Portfolio Trade Alert – March 18, 2022

Trade Alert For Equity Model Only

We are adding to our position in Proctor & Gamble (PG) today after its recent pullback to support. We are increasing our position size from 2% to 2.5% of the portfolio. Also, after adding to the growth side of our portfolio, we are adding a bit to our value holdings. We are not convinced the market bottom is in, so we are nibbling on opportunities slowly. Sentiment remains VERY depressed and after options expiration today, we will have a better handle on the next potential move.

Equity Model

  • Increase PG by 0.5% 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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2022/03/18
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