Portfolio Trade Alert – May 16, 2022

By Lance Roberts | May 16, 2022
Portfolio Trade Alert - 05-16-22, Portfolio Trade Alert – May 16, 2022

Trade Alert For Equity & ETF Model

This morning we added 0.5% to our position in Costco (COST) after its recent decline to oversold conditions. With a Price/Sales ratio of 1, and a steady cash flow stream from membership fees, we like this company long-term and continue to accumulate it on declines.

We also added 1% to our SPDR Healthcare ETF (XLV) increasing that position from 8-9% due to the demographic trends in the U.S. that will continue to support profitability in that sector.

Equity Model

  • Add 0.5% of the portfolio to Costco (COST)

ETF Model

  • Add 1% to XLV increasing the portfolio weight from 8% to 9%.


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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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2022/05/16
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