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Goodbye for Now
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:
Jun 241 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 It Again
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:
Jun 91 min read


Buying More XLU
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:
Jun 81 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


Adding More
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:
Jun 21 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


Trimming More Of This One
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:
May 261 min read


Taking Profits On This Equity ETF
I still like ProShares R2000 Dividend Growers ETF (SMDV) a lot, but it has increased again and is up a lot year-to-date. It is not my largest equity holding right now, but I am cutting it again to add to a non-equity ETF, Vanguard Short-Term Treasury Index Fund ETF (VGSH). I last trimmed SMDV in mid-April at a higher price, adding to an ETF I no longer own, RSP. The price on 4/17 was $73.52, which was very near the 52-week high of 74.43 in February. I had sold some on April 9
May 261 min read
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