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This week and last, I reduced TIPS (VTIP) and added to the two equity ETFs. I am reducing exposure to ProShares S&P MidCap 400 Dividend Aristocrats (REGL), which is down slightly, and adding exposure to iShares TIPS Bond ETF (TIP). The trades: Sell 25 REGL at $90.96 Buy 20 TIP at $105.83 The updated model portfolio:

I did this trade earlier today as well as late last week, but I am open to it again at a better price. I remain very underweight equities in the model portfolio. I am adding to ProShares S&P MidCap 400 Dividend Aristocrats (REGL) and reducing Vanguard Short-Term Inflation-Protected Securities Index ETF (VTIP). The trades: Sell 50 VTIP at $49.72 Buy 25 REGL at $91.29 The updated model portfolio:

Stocks are likely to drop, but I am adding to S&P MidCap 400 Dividend Aristocrats (REGL) and funding it with the sale of more Vanguard Short-Term Inflation-Protected Securities Index ETF (VTIP). These are better prices than the last time. The trades: Sell 50 VTIP at $49.76 Buy 25 REGL at $91.67 The updated model portfolio:

It's up today, but ProShares S&P MidCap 400 Dividend Aristocrats (REGL) has dropped a lot over thepast few weeks and I am adding to it. I am funding it with another reduction of Vanguard Short-Term Inflation-Protected Securities Index ETF (VTIP). The trades: Sell 50 VTIP at $49.69 (changed to correct from 48.69) Buy 30 REGL at $92.70 The updated model portfolio:

Last week, I boosted equity exposure in my model portfolio, and I am doing it again today. The exposure is still very low. The sale this time will be some Vanguard Short-Term Inflation-Protected Securities Index ETF (VTIP), and I will boost the recently trimmed ProShares S&P 400 Mid-Cap 400 Dividend Aristocrats ETF (REGL), which did fill a gap today that was below the trading level. The trades: Sell 25 VTIP at $49.66 Buy 20 REGL at $93.01 The updated model portfolio:

I reduced it yesterday, and I am trimming it again today at a higher price. I will still hold a very large position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL). I am boosting one that I trimmed, PIMCO 15+ Year US TIPS ETF (LTPZ). The trades: Sell 10 REGL at $94.59 Buy 25 LTPZ at $48.44 The updated model portfolio:

Year-to-date, ProShares Russell 2000 Dividend Growers ETF (SMDV) is ahead of the ProShares S&P 400 Mid-Cap 400 Dividend Aristocrates ETF (REGL), but small-caps are beating mid-caps by more. Here is a look at the action since late 2022: In Q3 so far, REGL has advanced 2.6%, while SMDV has declined by 0.3%. I am swapping some REGL for some SMDV. The trades: Sell 50 REGL at $93.91 Buy 75 SMDV at $76.81 The updated model portfolio:

I still like it a lot, but I own a lot, even after this 10% reduction in the position size of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL). The trade: Sell 25 REGL at $94.13 The updated model portfolio:

While I like iShares Bitcoin Trust ETF (IBIT), it is not in the index that I aim to beat (and am beating!). I am reducing it to add to ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL), which has filled a gap. The trades: Sell 100 IBIT at $35.50 Buy 35 REGL at $90.92 The updated model portfolio:

I added it last week when I exited a small-cap ETF, and I am replacing Invesco S&P 500 Equall Weight ETF (RSP) at a profit with a purchase of S&P MidCap 400 Dividend Aristocrats ETF (REGL). The trades: Sell 20 RSP at $212.42 Buy 40 REGL at $91.87 The updated model portfolio:

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

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: