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Trimming This Winning Equity ETF
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:
4 days ago1 min read


Boosting Equity Exposure
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:
Jul 91 min read


Exiting This Large-Cap ETF
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:
Jun 291 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


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
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