The Feed

On June 11th, I extended from Vanguard Short-Term Inflation-Protected Securities Index ETF (VTIP) to PIMCO 15+ Year US TIPS Index ETF (LTPZ) in my model portfolio. Today, I am trimming LTPZ and also reducing Vanguard Short-Term Treasury Index ETF (VGSH) to add to VTIP. The trades: Sell 35 LTPZ at $51.06 Sell 40 VGSH at $58.16 Buy 85 VTIP at $50.11 The updated model portfolio:

Yesterday, I trimmed a very large position, but I didn't sell enough! Today, I am buying more iShares Bitcoin Trust ETF (IBIT) at a lower price. Bitcoin, is down, but so are other precious metals. Today, I am reducing at a small loss some of the Vanguard Short-Term Treasury Index ETF (VGSH). The trades: Sell 55 VGSH at $58.11 Buy 100 IBIT at $35.38 The updated model portfolio:

I continue to be cautious on stocks, and typically Utilities perform well when the market is under pressure, but I am not so sure that this will be the case, as Utilities are sensitive to interest-rates, which remain high and are likely to rise. I am reducing State Street Utilities Select Sector SPDR ETF (XLU) and boosting ProShares S&P 500 Dividend Aristocrats ETF (NOBL), a reversal from a trade on June 9th at a profit on the XLU. The trades: Sell all (100 shares) XLU at $4

I added to iShares Bitcoin Trust ETF (IBIT) on Thursday, and it is bouncing today. The position is quite large, and I am reducing it in favor of more PIMCO 15+ Year US TIPS Index ETF (LTPZ). The trades: Sell 50 IBIT at $36.94 Buy 35 LTPZ at $50.84 The updated model portfolio:

It is not in the index that I am trying to beat (60/40), and it is very large in my ETF model portfolio, but I am boosting iShares Bitcoin Trust ETF (IBIT) again at a lower price than yesterday. I am funding this purchase the same way, by trimming Vanguard Short-Term Treasury Index Fund ETF (VGSH). I would sell some stock ETFs to fund it, but I am already very low equity exposure. This is my second pre-market trade in a row. Bitcoin has been pulling back, while precious meta

I have trimmed it twice, and iShares Bitcoin Trust ETF (IBIT) falls outside of the index that I am striving to beat (and beating soundly), but I am boosting it now below my last trim level. I am funding the trade with a reduction in Vanguard Short-Term Treasury Index Fund ETF (VGSH). I am doing this trade pre-market, which is rare for this model portfolio, but IBIT has gapped down. The trades: Sell 60 VGSH at $58.22 Buy 100 IBIT at $36.63 The updated model portfolio:

I added this ETF when it fell sharply, and it kept falling. I have already trimmed a bit, and now I am selling more iShares Bitcoin Trust ETF (IBIT) on a fill of a gap from earlier this month that has left a gap below. I am boosting Vanguard Short-Term Inflation-Protected Securities Index Fund ETF (VTIP). The trades: Sell 50 IBIT at $37.83 Buy 35 VTIP at $50.36 The updated model portfolio:

Last week, I warned to be careful with small-cap stocks, and they actually did rise slightly this week. A Look at the Market The State Street SPDR S&P 500 ETF (SPY) did bounce back from a big sell-off earlier during the week to end up for the week, though it is down month-to-date. It has increased in price by 8.8% and has returned 9.1% with dividends. Bonds remain under pressure, with iShares Core US Aggregate Bond ETF (AGG) now returning just 0.2% with dividends included, wh

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:

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:

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:

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:

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:

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

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:

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:

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:

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:

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:

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: