Portfolio Trade Alert – May 13, 2022

By Lance Roberts | May 13, 2022
Portfolio Trade Alert - 05-13-22, Portfolio Trade Alert – May 13, 2022

Trade Alert For Equity Model Only

While we are waiting on a reflexive rally to take hold so that we can reduce high beta volatility and adjust weightings, we are continuing with our process of a “runnng rebalance.” Our goal, as we head toward a recession, remains to tilt the portfolio more heavily towards value and defense as the economy slows. As such we have been taking advantage of beaten-down prices in companies like Verizon (VZ), Public Storage (PSA), and United Healthcare (UNH.)

Today we are rebalancing our holding of Abbott Laboratories (ABT) back to target model weights of 2% of the portfolio following the sell-off over baby formula concerns.

  • Rebalance ABT to 2% 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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2022/05/13
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