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Bringing Back Bitcoin
It's a little higher than it was yesterday, when I trimmed it, but I am selling some more ProShares S&P 500 Dividend Aristocrats ETF (NOBL) and buying iShares Bitcoin Trust ETF (IBIT) again. The trades: Sell 25 NOBL at $57.94 Buy 100 IBIT at $35.56 The updated model portfolio:
5 days ago1 min read


Trimming Equity Exposure
This bear is trimming at a profit the ProShares S&P 500 Dividend Aristocrats ETF (NOBL). The trade: Sell 25 NOBL at $57.26 The updated model portfolio:
5 days ago1 min read


Large-Cap ETF Swap
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
Jun 221 min read


Why I Have Reduced a Great Equity ETF
Last week, I discussed how the Magnificent 7 or Elite 8, which are lagging the rally this year, are facing extinction. I mentioned new super-mega-cap SpaceX as well as other pending IPOs. A Look at the Market The State Street SPDR S&P 500 ETF (SPY) shot up Monday and pulled back during the rest of the holiday-shortened week, ending up for the week, though it is still own month-to-date. It has increased in price by 9.5% and has returned 10.1% with dividends. Bonds remain under
Jun 195 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:
Jun 91 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


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


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


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
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