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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


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


Adding More
I added to iShares Bitcoin Trust ETF (IBIT) earlier today, and I am boosting it at a lower price. This time, I am trimming ProShares R2000 Dividend Growers ETF (SMDV), which filled the gap it left yesterday and is up a lot. The trades: Sell 25 SMDV at $72.49 Buy 45 IBIT at $38.20 The updated model portfolio:
Jun 21 min read


Adding This One Again
I am not a fan of Bitcoin, but I did successfully buy and sell iShares Bitcoin Trust ETF (IBIT) earlier this year, and I am buying it back at the depressed price after a move lower over the past month or so. It is down a lot year-to-date. To fund it, I am reducing Vanguard Short-Term Inflation-Protected Securities Index ETF (VTIP). The trades: Sell 50 VTIP at $50.44 Buy 75 IBIT at $38.90 The updated model portfolio:
Jun 21 min read


Stocks Went Up Again In May
Last week, I discussed what stocks will do after Memorial Day. Last week, they did exactly what they were doing before: rallying. A Look at the Market Stocks extended their bounce this week further this week.The State Street SPDR S&P 500 ETF (SPY) has increased in price by 10.9% and has returned 11.2% with dividends. Bonds remain under pressure, with iShares Core US Aggregate Bond ETF (AGG) now returning 0.5% with dividends included. I do try to share an idea in this section
May 303 min read


TIPS Reduction
I still like TIPS, but I am reducing them. With oil prices falling and perhaps about to fall more, inflation protection may lose some of its appeal. I still have a lot of TIPS after reducing PIMCO 15+ Year US TIPS Index ETF (LTPZ) and Vanguard Short-Term Inflation-Protected Securities Index ETF (VTIP) to add to Vanguard Short-Term Treasury Index Fund ETF (VGSH). The trades: Sell 40 LTPZ at $51.35 Sell 25 VTIP at $50.38 Buy 50 VGSH at $58.32 The updated model portfolio:
May 281 min read


Equity ETF Swap
I trimmed it yesterday, and it is higher today with another gap. I am reducing ProShares R2000 Dividend Growers ETF (SMDV) again, but I am adding to ProShares S&P 500 Dividend Aristocrats ETF (NOBL) this time. NOBL has lagged greatly the performance of SMDV and the S&P 500. The trades: Sell 35 SMDV at $73.50 Buy 25 NOBL at $108.50 The updated model portfolio:
May 271 min read


Trimming More Of This One
I am reducing ProShares R2000 Dividend Growers ETF (SMDV) again and adding this time to Vanguard Short-Term Inflation-Protected Securities Index ETF (VTIP). The trades: Sell 15 SMDV at $72.97 Buy 25 VTIP at $50.29 The updated model portfolio:
May 261 min read


Taking Profits On This Equity ETF
I still like ProShares R2000 Dividend Growers ETF (SMDV) a lot, but it has increased again and is up a lot year-to-date. It is not my largest equity holding right now, but I am cutting it again to add to a non-equity ETF, Vanguard Short-Term Treasury Index Fund ETF (VGSH). I last trimmed SMDV in mid-April at a higher price, adding to an ETF I no longer own, RSP. The price on 4/17 was $73.52, which was very near the 52-week high of 74.43 in February. I had sold some on April 9
May 261 min read


What Stocks Will Do After Memorial Day
Last week, I discussed why I like three dividend-focused ETFs, all of which are in my ETF model portfolio. That post was on my blog at Seeking Alpha, to which I no longer have access for writing articles. Why? As I stated last week, I am in the process of closing my two cannabis-related services, 420 Investor and New Cannabis Ventures. While NCV remains open, 420 Investor closed. With the closure, I can no longer post new posts to the blog, which I launched in 2009. I love Se
May 236 min read


Goodbye to This ETF!
I bought some State Street Utilities Select Sector SPDR ETF (XLU) earlier this month, and I have been reducing it. I am selling the rest and adding again to ProShares S&P 500 Dividend Aristocrats ETF (NOBL). The trades: Sell 25 XLU at 44.55 Buy 10 NOBL at 105.50 The updated model portfolio:
May 211 min read


Trimming This ETF Again
I recently added State Street Utilities Select Sector SPDR ETF (XLU) but I already trimmed it twice, including yesterday. I am trimming it again, and I am adding to ProShares S&P 500 Dividend Aristocrats ETF (NOBL). I like NOBL a lot, and it is up year-to-date less than XLU. The trades: Sell 25 XLU at 44.60 Buy 10 NOBL at 105.90 The updated model portfolio:
May 201 min read


ETF Model Portfolio Trade
Before I share the trade, I want to point out that I am moving the place I report these trades in real-time from Seeking Alpha to here. Why? I am no longer able to post blogs at Seeking Alpha. Why? I shut down my subscription service (420 Investor) there, and that is their policy. The good news is that my blog and the posts are still there. I recently added State Street Utilities Select Sector SPDR ETF (XLU) but I already trimmed it. I am trimming it again, and I am adding to
May 191 min read
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