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Cutting Equity Exposure

11 minutes ago
1 min read

I have boosted equity exposure a lot recently, and I am reducing it today. I am cutting the recently new position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) at a small loss and reducing ProShares S&P MidCap 400 Dividend Aristocrats (REGL) too. I am adding a new position in Vanguard Short-Term Treasury Index ETF (VGSH), which I had exited in August, and I am also adding to iShares TIPS Bond ETF (TIP).


The trades:


  • Sell 50 NOBL at $55.32

  • Sell 50 REGL at $88.81

  • Buy 100 VGSH at $57.49

  • Buy 20 TIP at 104.73


The updated model portfolio:



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