Portfolio Trade Alert – March 23, 2022

By Lance Roberts | March 23, 2022

Trade Alert For Equity & ETF Models

We are adding 2% of the portfolio to our existing Treasury Bond position (TLT.) This is after selling 2% of the position on a trade made in February. On Friday, we are posting a blog explaining why we are adding bonds to our portfolio now for both hedging equity risk as well as longer-term capital appreciation.

“The current surge in bond yields has taken the 10-year bond to extreme oversold levels. The 10-year rate is now 4-standard deviations above its 52-week moving average and is approaching the top of the long-term downtrend channel from 1980.”

Equity & ETF Models

  • Increase TLT by 2% of the portfolio to a 10% weighting

Talk with an Advisor & Planner Today!

lance_sig

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
Customer Relationship Summary (Form CRS)

2022/03/23
> Back to All Posts