top of page

Mid-Cap to Small-Cap Trade

  • 19 minutes ago
  • 1 min read

Year-to-date, ProShares Russell 2000 Dividend Growers ETF (SMDV) is ahead of the ProShares S&P 400 Mid-Cap 400 Dividend Aristocrates ETF (REGL), but small-caps are beating mid-caps by more. Here is a look at the action since late 2022:



In Q3 so far, REGL has advanced 2.6%, while SMDV has declined by 0.3%. I am swapping some REGL for some SMDV.


The trades:


  • Sell 50 REGL at $93.91

  • Buy 75 SMDV at $76.81


The updated model portfolio:



Recent Posts

See All

Comments


Alan Brochstein March 2024.jpg

Hi, thanks for stopping by!

I am beginning to share my story here.

Let the posts
come to you.

Thanks for submitting!

  • Facebook
  • Linkedin
  • Twitter

Contact Alan Brochstein

Thank You for Contacting Alan Brochstein

AlanJBrochstein@Gmail.com

© 2021 by Alan Brochstein's Blog. Powered by Wix

bottom of page