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Goodbye to You, IBIT!
I am selling the rest of iShares Bitcoin Trust ETF at a profit. It's not in the index I aim to beat, but it may keep rallying. I am taking the proceeds and boosting iShares TIPS Bond ETF and also Vanguard Short-Term Inflation-Protected Securities Index ETF (VTIP) again. The trades: Sell all (100 shares) IBIT $36.67 Buy 25 TIP at $107.96 Buy 10 VTIP at $49.59 The updated model portfolio:
4 days ago1 min read


Doubling the Size of This TIPS ETF
I am doubling the newest position in the model portfolio, adding to iShares TIPS Bond ETF (TIP). The Trade: Buy 25 TIP at $108.09 The Updated Model Portfolio:
Jul 101 min read


More TIPS ETFs
I trimmed iShares Bitcoin Trust ETF (IBIT) yesterday, and, while it did fall subsequently, it has rallied back. I am reducing it again to add a new position in a different TIPS ETF, the iShares TIPS Bond ETF (TIP). I am also adding again to LTPZ. The trades: Sell 100 IBIT at 36.23 Buy 25 TIP at 108.20 Buy 25 LTPZ at 49.35 The Updated Model Portfolio:
Jul 71 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


Another Big Decline Is Ahead
I have been very bearish on stocks for a long time. Too long! Does that make me wrong? Right, but early? I think too early, but I don't...
Aug 2, 20259 min read


TIPS, The Perfect Partner For The Tariff Wars
I like TIPS, especially the longer-dated TIPS. If you are afraid of inflation, this is for you (AND NOT GOLD!)
May 5, 20259 min read


How to Fix Your Investment Portfolio
Stocks have been in a bull market since bottoming out five years ago, but they are rolling over. I have been cautious for quite some time...
Apr 19, 20257 min read


Not So Magnificent
Stocks had their worst week since the start of the pandemic. Now what?
Apr 6, 20257 min read


Gold Is Soaring
Gold is up a lot in 2025, and I expect it to decline.
Mar 30, 20252 min read


Stocks Are Going Down
Stocks are falling, but it's not clear that a bear market has started.
Mar 10, 20255 min read


Another Look at My Investing Tip
TIPS look better to me than other bonds and certainly better than stocks. Cash may make more sense, but I sure like the TIPS.
Dec 8, 20244 min read


This Type of Investment Is Primed to Do Better
TIPS are not so well known. I started buying them not that long ago for the first time ever. At slightly lower prices, they stand out.
Nov 11, 20244 min read


An Investing Tip to Beat Inflation
I like exchange-traded funds (ETFs) and used to be a fixed-income professional, and I now have about 6.6% of my IRAs invested in a...
Oct 2, 20245 min read
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