Trimmed Some Profits In Our Real Estate Equities Today (REZ) 11-28-18

Today we trimmed some profits in our Real Estate Investment Trust (REIT) holdings. I don’t see any problems with continuing to invest in REITs at this time; this sell was simply part of our tactical rebalancing process. We prefer and invest in the iShares Residential Real Estate ETF (REZ). You can read why we invest in REZ right here: Best Long-Term Performance Real Estate ETFs 1.2

Price paid $61.56. Price sold $66.02.

 

Took Some Profits In Our Consumer Staples Equities Today (RHS) 10-11-18

This is a non-traditional sell for the Deep Value ETF Accumulator. A couple weeks ago (9/27/18), I had decided that I would migrate funds that are in my TDA brokerage account to my M1 Finance brokerage account. I had a little more than a 6% profit showing in RHS at that time, so I set a 3% trailing stop limit order. The 3% trailing stop was tripped today. I still believe that the Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS) is a great fund and we will continue to invest in it through our TDA IRAs and in our M1 Finance brokerage account.  Read why we invest in RHS right here: Best Long-Term Performance Consumer Defensive (Staples) ETFs.  Price paid $121.79. Price sold $125.87.