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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
4 days ago5 min read


ETF Review for Q2 (and June!)
Q2 was a very good one for stocks. In fact, it was the best quarter since the big rally after the pandemic hit and plunged stocks in 2020. Stocks are up in 2026, though they are performing very differently than they have been over the past few years. During Q2, I closed my two cannabis-related businesses, and I have been a lot more focused on ETFs and stocks. I began to write about ETFs during 2025, and I launched an ETF model portfolio at the end of the year. This is the fir
Jul 14 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


Stocks Went Up Again In May
Last week, I discussed what stocks will do after Memorial Day. Last week, they did exactly what they were doing before: rallying. A Look at the Market Stocks extended their bounce this week further this week.The State Street SPDR S&P 500 ETF (SPY) has increased in price by 10.9% and has returned 11.2% with dividends. Bonds remain under pressure, with iShares Core US Aggregate Bond ETF (AGG) now returning 0.5% with dividends included. I do try to share an idea in this section
May 303 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


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
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