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Trimming This Cheap ETF
I think that it is very cheap still and likely to rise, but I am reducing iShares Bitcoin Trust ETF (IBIT) above where I recently added it on Tuesday (at $34.82) but below my average purchase price of $37.34. I am adding to Vanguard Short-Term Treasury Index Fund ETF (VGSH). The trades: Sell 50 IBIT at $36.14 Buy 30 VGSH at $58.20 The updated model portfolio:
8 hours ago1 min read


Another TIPS Extension Again
I had recently reversed a trade from 5/26, adding to PIMCO 15+ Year US TIPS Index ETF (LTPZ) after reducing Vanguard Short-Term Inflation-Protected Securities Index ETF (VTIP). I am doing it again at slightly better prices. The trades: Sell 50 VTIP at $50.34 Buy 50 LTPZ at $50.47 The updated model portfolio:
14 hours ago1 min read


Trimming This Large-Cap ETF Again
I have already reduced it, but it has been outpacing the market and my other equity ETFs, and I am reducing ProShares S&P 500 Dividend Aristocrats ETF (NOBL) again. While I would ordinarily raise more cash, my equity weight is very low, and I am going to boost State Street Utilities Select Sector SPDR ETF (XLU) again. The trades: Sell 35 NOBL at $54.96 Buy 45 XLU at $43.85 The updated model portfolio:
2 days ago1 min read


Trimming It Again
It is just short of its all-time high, but I am trimming ProShares R2000 Dividend Growers ETF (SMDV). I am adding again to State Street Utilities Select Sector SPDR ETF (XLU) but also to iShares Bitcoin Trust ETF (IBIT). The trades: Sell 35 SMDV at $74.00 Buy 50 IBIT at $34.82 Buy 25 XLU at $43.69 The updated model portfolio:
3 days ago1 min read


Buying More XLU
I added to ProShares R2000 Dividend Growers ETF (SMDV), and I added a new position in State Street Utilities Select Sector SPDR ETF (XLU) earlier in the week, trimming a large-cap ETF.and paying $43.87. Today, I am trimming SMDV and buying more XLU. The trades: Sell 20 SMDV at $73.20 Buy 25 XLU at $43.88 The updated model portfolio:
4 days ago1 min read


Be Careful with Small-Cap Stocks
Last week, I shared my complete list of ETFs that I closely follow, providing a lot of information, as I detailed that stocks went up a lot in May. A Look at the Market Stocks extended their bounce this week further at the beginning of this week.The State Street SPDR S&P 500 ETF (SPY) rallied until Friday, when it dropped 2.6%. It has increased in price by 8.2% and has returned 8.5% with dividends. Bonds remain under pressure, with iShares Core US Aggregate Bond ETF (AGG) now
5 days ago6 min read


Another TIPS Extension
I have recently reduced my TIPS exposure, selling from both ETFs despite my concerns about inflation. Today, I am reversing the trade from 5/26, adding to PIMCO 15+ Year US TIPS Index ETF (LTPZ) after reducing Vanguard Short-Term Inflation-Protected Securities Index ETF (VTIP). The trades: Sell 25 VTIP at $50.32 Buy 35 LTPZ at $50.49 The updated model portfolio:
7 days ago1 min read


An Equity ETF Swap
I exited what I am buying recently, and it is lower in price. I am trimming ProShares S&P 500 Dividend Aristocrats ETF (NOBL) again and adding to State Street Utilities Select Sector SPDR ETF (XLU), which is now up just 3% or so in 2026. The trades: Sell 40 NOBL at $54.43 Buy 50 XLU at $43.87 The updated model portfolio:
Jun 41 min read


More IBIT Again!!!
It is down again, but I am adding to iShares Bitcoin Trust ETF (IBIT) and reducing my exposure to ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL), which remains a large position that just filled its gap. The trades: Sell 25 REGL at $88.05 Buy 50 IBIT at $36.25 The updated model portfolio:
Jun 41 min read


Ismaili Center Houston Is a Marvel
Ismaili Center Houston - Eastern Side One of the best things about Montrose is the diversity of its population. This old neighborhood is located very close to downtown Houston. It runs between the Southwest Freeway and Buffalo Bayou and between Shepherd and Taft Street (for part and then a series of streets moving to the east towards Bagby). The Ismaili Center Houston, the first Ismaili Center in the U.S., is on the edge of Montrose at Montrose Blvd. and W. Dallas St. (2323 A
Jun 34 min read


Equity ETF Swap And More
On May 27th, I boosted ProShares S&P 500 Dividend Aristocrats ETF (NOBL) and trimmed ProShares R2000 Dividend Growers ETF (SMDV). This trade has resulted in a smaller loss than the model portfolio would have experienced otherwise. Today, I am reversing that trade. Earlier today, I boosted iShares Bitcoin Trust ETF (IBIT), and it is lower now. I am adding to it again a bit with the proceeds of this reduction in Vanguard Short-Term Inflation-Protected Securities Index ETF (VTIP
Jun 31 min read


More Bitcoin!
Yesterday, I started a position in iShares Bitcoin Trust ETF (IBIT), and I am boosting it today at a lower price. IIt was hit hard yesterday on news about MSTR selling some and also what has been going on with flows out of ETFs. I am trimming PIMCO 15+ Year US TIPS Index ETF (LTPZ), which just paid a dividend this week. I still have a lot! The trades: Sell 35 LTPZ at $50.71 Buy 55 IBIT at $37.91 The updated model portfolio:
Jun 31 min read
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