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Investors Should Limit Investment in XLE, the Energy ETF
The second full week of July saw stocks pull back with bonds roughly unchanged. This has been happening a lot recently, though the first full week in July had strong stocks. Last week, I discussed some ways to beat the S&P 500 index. A Look at the Market The S&P 500 has returned 9.6% with dividends included, and the price is up 9.0% 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 below 20%. At the same time, iShare
7 minutes ago5 min read


How to Beat Inflation
What a strange week! A Friday holiday, which is rare and not even the day (the 4th of July is tomorrow, but the stock market is closed today), a big wedding (I wasn't invited, lol) and a 250th birthday celebration of the USA. I still remember very well the 200th, when I was 11 years old. Last week, I discussed the changes ahead with my coverage of the ETFs, and I did detail those changes in the June Review. A Look at the Market The State Street SPDR S&P 500 ETF (SPY) advanced
Jul 35 min read


Changes Ahead
Last week, I discussed the challenge of holding a position that remains attractive but has rallied substantially and faces a short-term risk, explaining why I had reduced a great equity ETF. This week, I exited it. A Look at the Market The State Street SPDR S&P 500 ETF (SPY) fell Monday, gapped lower Tuesday, and pulled back during the rest of the week, ending down for the week. It has increased in price by 6.9% and has returned 7.5% with dividends. Bonds remain under pressur
Jun 274 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


Magnificent 7 Is Dying
Last week, I warned to be careful with small-cap stocks, and they actually did rise slightly this week. A Look at the Market The State Street SPDR S&P 500 ETF (SPY) did bounce back from a big sell-off earlier during the week to end up for the week, though it is down month-to-date. It has increased in price by 8.8% and has returned 9.1% with dividends. Bonds remain under pressure, with iShares Core US Aggregate Bond ETF (AGG) now returning just 0.2% with dividends included, wh
Jun 135 min read


Be Careful with Small-Cap Stocks
Last week, I shared my complete list of ETFs that I closely follow, providing a lot of information, as I detailed that stocks went up a lot in May. A Look at the Market Stocks extended their bounce this week further at the beginning of this week.The State Street SPDR S&P 500 ETF (SPY) rallied until Friday, when it dropped 2.6%. It has increased in price by 8.2% and has returned 8.5% with dividends. Bonds remain under pressure, with iShares Core US Aggregate Bond ETF (AGG) now
Jun 66 min read


What Stocks Will Do After Memorial Day
Last week, I discussed why I like three dividend-focused ETFs, all of which are in my ETF model portfolio. That post was on my blog at Seeking Alpha, to which I no longer have access for writing articles. Why? As I stated last week, I am in the process of closing my two cannabis-related services, 420 Investor and New Cannabis Ventures. While NCV remains open, 420 Investor closed. With the closure, I can no longer post new posts to the blog, which I launched in 2009. I love Se
May 236 min read


ETF Model Portfolio Trade
Before I share the trade, I want to point out that I am moving the place I report these trades in real-time from Seeking Alpha to here. Why? I am no longer able to post blogs at Seeking Alpha. Why? I shut down my subscription service (420 Investor) there, and that is their policy. The good news is that my blog and the posts are still there. I recently added State Street Utilities Select Sector SPDR ETF (XLU) but I already trimmed it. I am trimming it again, and I am adding to
May 191 min read


Stay on Top of ETFs!
I wrote a piece here in December about my interest in ETFs, concluding that not all ETFs are good. That piece included something about every ETF article that I had published at Seeking Alpha since October 19th. I have published a few more since then: 12/21: Approach REIT ETFs Cautiously 12/25: PEY Is Not As Bad As It Looks 01/04: Why NOBL Could Falter 01/12: SMDV: Why I Still Like It The last one was by my new alias at Seeking Alpha, The Intelligent ETF Investor . I continue
Jan 142 min read
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