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
