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Portfolio Trade Alert – 11-29-21

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Print Friendly Portfolio Trade Alert For 11-29-21 Top 10-Buys and Sells From TPA Research Click on RIAPro+ today to add TPA Research to your subscription for just /month.  November 22, 2021 *** Portfolio Trading Alert ***  – Equity Model Only We sold Verizon (VZ) in the equity model this morning for tax-loss harvesting. We have a lot of gains to offset this year from profit-taking.  While we like Verizon fundamentally, particularly the 4% yield, we think it could continue to trade weaker over the next couple of weeks as mutual funds and professional managers do the same. We will likely buy it back in a month as it should benefit from the infrastructure bill and a potential shift to value next year. Sell 100% of Verizon (VZ)

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Portfolio Trade Alert For 11-29-21

Top 10-Buys and Sells From TPA Research

Click on RIAPro+ today to add TPA Research to your subscription for just $20/month. 

Portfolio Trade Alert – 11-29-21

November 22, 2021

*** Portfolio Trading Alert ***  – Equity Model Only

We sold Verizon (VZ) in the equity model this morning for tax-loss harvesting. We have a lot of gains to offset this year from profit-taking.  While we like Verizon fundamentally, particularly the 4% yield, we think it could continue to trade weaker over the next couple of weeks as mutual funds and professional managers do the same. We will likely buy it back in a month as it should benefit from the infrastructure bill and a potential shift to value next year.

  • Sell 100% of Verizon (VZ)
Lance Roberts
Lance Roberts has sharpened that lens with 30 years in the investing world from private banking and investment management to private and venture capital. Lance Roberts’ perspective and common sense analysis is sought after by media outlets such as Fox 26 News in Houston, CNBC, CNN and Fox Business News along with numerous publications including the Wall Street Journal, USA Today, Reuters and the Washington Post. Roberts is the Editor of the X-Factor report and publishes the blog Daily X-change.

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