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Trimming This Recently Purchased ETF

  • 4 hours ago
  • 1 min read

I added State Street Utilities Select Sector SPDR ETF (XLU) recently, and it is rated by me at Hold. I don't really like it that much, but I have very low exposure to equities in the model portfolio. I am trimming it, and adding to Vanguard Short-Term Inflation-Protected Securities Index ETF (VTIP).


The trades:


  • Sell 45 XLU at $45.22

  • Buy 40 VTIP at $50.36


The updated model portfolio:



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