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Yesterday, I trimmed it, and, with the market down, it is up today. I am selling the rest of Vanguard Morningstar Small-Cap Value ETF (VBR) and adding to ProShares S&P 600 Dividend Aristocrats (SMDV). The Trades Sell all (15 shares) VBR at 243.15 Buy 35 SMDV at $74.30 The updated model portfolio:

Last week, I discussed how the top appears to be in for stocks, and they did fall again this week, with bonds rallying again. A Look at the Market It was another rare week, with bonds doing better and stocks doing worse. The S&P 500 has returned 12.3% with dividends included, and the price is up 11.5% for SPDR S&P 500 ETF (SPY) in 2026 so far. This leaves the market on track to post a return for the full year right under 16%. At the same time, iShares Core US Aggregate Bond E

While it's a small loss from my recent purchase price, I am reducing ProShares S&P 600 Dividend Aristocrats ETF (SMDV) again as stocks sell off hard. The trade: Sell 25 SMDV at $7399 The Updated Model Portfolio:

Stocks are getting crushed today, finally! This one, my largest of three equity ETF holdings, is up. It's almost to the price I paid last. I have some cash, but II am going to position myself more appropriately for a weaker equity environment and reduce ProShares S&P 600 Dividend Aristocrats ETF (SMDV). The trade: Sell 20 SMDV at $73.62 The Updated Model Portfolio:

I remain bearish, but I am trimming Vanguard Short-Term Inflation-Protected Securities Index ETF (VTIP) to add to ProShares Russell 2000 Dividend Growers ETF (SMDV). The trades: Sell 30 VTIP at $49.34 Buy 20 SMDV at $73.68 The updated model portfolio:

Earlier today, I added to ProShares Russell 2000 Dividend Aristocrates ETF (SMDV) and trimmed Vanguard Short-Term Inflation-Protected Index ETF (VTIP) again to fund it. I am doing it again. The trades: Sell 50 VTIP at $49.67 Buy 30 SMDV at $74.91 The updated model portfolio:

Yesterday, I boosted REGL, but today I am adding to ProShares Russell 2000 Dividend Aristocrates ETF (SMDV) and trimming Vanguard Short-Term Inflation-Protected Index ETF (VTIP) again to fund it. The trades: Sell 50 VTIP at $49.66 Buy 40 SMDV at $75.00 The updated model portfolio:

Buy the dip is not really my idea of the way to play, but I am adding to ProShares Russell 2000 Dividend Aristocrates ETF (SMDV) and trimming Vanguard Short-Term Inflation-Protected Index ETF (VTIP) to fund it. The trades: Sell 50 VTIP at $48.69 Buy 30 SMDV at $75.35 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 like TIPS a lot and fear equities are going lower, but I am trimming PIMCO 15+Year US TIPS Index ETF (LTPZ) and adding again to ProShares Russell 2000 Dividend Growers ETF (SMDV). The trades: Sell 25 LTPZ at $48.49 Buy 25 SMDV at $76.76 The updated model portfolio:

I added it yesterday, and it is lower today and still up a lot year-to-date, but ProShares Russell 2000 Dividend Growers ETF (SMDV) is very attractive relative to the S&P 500 still in my view, and I am very underweight stocks in my model portfolio. I am reducing Vanguard Short-Term Treasury Index ETF (VGSH) a bit more too. The trades: Sell 50 VGSH at $58.14 Buy 50 SMDV at $77.11 The updated model portfolio:

While I remain extremely bearish on stocks, I am adding ProShares Russell 2000 Dividend Growers ETF (SMDV) back at a higher price than where I exited it on June 24th. I bought RSP then, which has gone up a lot more, but I turned that into ProShares S&P 500 Dividend Aristocrats ETF (NOBL), which has done even better. Today, I am exiting NOBL and adding SMDV back, spending a little cash too. The trades: Sell all (100 shares) NOBL at $58.85 Buy 100 SMDV at $77.47 The updated mod

I have loved this equity ETF and still like it a lot. I began the year with 15% exposure to it. It is at a new all-time high, and I am exiting ProShares R2000 Dividend Growers ETF (SMDV). I am adding back a new position in Invesco S&P 500 Eql Wght ETF (RSP) The trades: Sell all 65 shares) SMDV at $75.86 Buy 20 RSP at $208.88 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 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:

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

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 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:

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: