Category: Buys & Sells

May 19, 2023

Trimmed Profits in 2X Leveraged U.S. Large Cap Growth Equities (QLD) 5-19-23

Today we trimmed some profits in our ProShares Ultra QQQ (QLD) holdings. Buy 35.17. Sell 54.16. Read why we invest in QLD right here: 5 Best Trading Leveraged Equity ETFs to Own Long Term – QLD vs ROM vs RXL vs USD vs UGE

May 15, 2023

Accumulated Energy Sector Equities (XLE) 5-15-23

Today we accumulated more shares of The Energy Select Sector SPDR® Fund (XLE). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in XLE right here: 4 Best Energy Sector ETFs to Own Long-Term

May 8, 2023

Accumulated Energy Sector Equities (XLE) 5-8-23

May 8, 2023

Accumulated Long Duration U.S. Treasuries (EDV) 5-8-23

Today we accumulated more shares of the Vanguard Extended Duration Treasury ETF (EDV). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EDV right here: 4 Best U.S. Long Term Government Bond ETFs to Own Long-Term

May 3, 2023

Trimmed Profits in U.S. Large Cap Growth Equities (QQQ) 5-1-23

On Monday, we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy 218.10. Sell 322.20. Read why we invest in QQQ right here: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term

May 2, 2023

Accumulated Health Sector Equities (PSCH) 5-1-23

Yesterday we accumulated mores shares of the Invesco S&P SmallCap Health Care ETF (PSCH). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PSCH right here: 4 Best Health Sector ETFs to Own Long-Term

May 2, 2023May 2, 2023

Trimmed Profits in 2X Leveraged U.S. Large Cap Growth Equities (QLD) 5-1-23

Yesterday we trimmed some profits in our ProShares Ultra QQQ (QLD) holdings. Buy 36.15. Sell 49.60. Read why we invest in QLD right here: 5 Best Trading Leveraged Equity ETFs to Own Long Term – QLD vs ROM vs RXL vs USD vs UGE

April 25, 2023

Accumulated Diversified Emerging Markets Equities (SPEM) 4-24-23

Yesterday we accumulated more shares of the SPDR® Portfolio Emerging Markets ETF (SPEM). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in SPEM right here: FEMS vs DGS vs EWX vs EEMS vs SPEM – 5 Best Diversified Emerging Markets ETFs to Own Long-Term

April 18, 2023

Accumulated Real Estate Sector Equities (REZ) 4-17-23

Yesterday we accumulated more shares of the iShares Residential and Multisector Real Estate ETF (REZ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in REZ right here: 4 Best Real Estate Sector ETFs to Own Long-Term

April 18, 2023

Accumulated Long Duration U.S. Treasuries (EDV) 4-17-23

Yesterday we accumulated more shares of the Vanguard Extended Duration Treasury ETF (EDV). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EDV right here: 4 Best U.S. Long Term Government Bond ETFs to Own Long-Term

April 10, 2023

Accumulated Consumer Discretionary Equities (XLY) 4-10-23

Today we accumulated more shares of The Consumer Discretionary Select Sector SPDR® Fund (XLY). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we own XLY right here: 4 Best Consumer Discretionary Sector ETFs to Own Long-Term

March 31, 2023

Trimmed Profits in U.S. Large Cap Growth Equities (QQQ) 3-31-23

Today we trimmed profits in our Invesco QQQ (QQQ) holdings. Buy 249.51. Sell 316.62. Read why we invest in QQQ: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term

March 31, 2023

Trimmed Profits in 2X Leveraged U.S. Large Cap Growth Equities (QLD) 3-31-23

Today we trimmed profits in our ProShares Ultra QQQ (QLD) holdings. Buy 36.04. Sell 48.26. Read why we invest in QLD right here: 4 Best Trading – Leveraged Equity ETFs to Own Long-Term (2X Only)

March 13, 2023

Accumulated Health Sector Equities (PSCH) 3-13-23

Today we accumulated mores shares of the Invesco S&P SmallCap Health Care ETF (PSCH). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PSCH right here: 4 Best Health Sector ETFs to Own Long-Term

February 21, 2023

Accumulated 2X Leveraged Health Sector Equities (RXL) 2-21-23

Today we accumulated more shares of the ProShares Ultra Health Care ETF (RXL). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in RXL right here: 4 Best Trading – Leveraged Equity ETFs to Own Long-Term (2X Only)

February 13, 2023

Accumulated Diversified Emerging Markets Equities (FEMS) 2-13-23

Today we accumulated more shares of the First Trust Emerging Markets Small Cap AlphaDEX® Fund (FEMS). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in FEMS right here: 4 Best Diversified Emerging Markets ETFs to Own Long-Term

February 13, 2023

Opened New Position in 2X Leveraged Health Sector Equities (RXL) 2-13-22

Today we opened a new position in the ProShares Ultra Health Care ETF (RXL). Read why we invest in RXL right here: 4 Best Trading – Leveraged Equity ETFs to Own Long-Term (2X Only) 1.5

February 2, 2023

Accumulated Consumer Discretionary Sector Equities (XLY) 2-1-23

Yesterday we accumulated more shares of The Consumer Discretionary Select Sector SPDR® Fund (XLY). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in XLY right here: 4 Best Consumer Discretionary Sector ETFs to Own Long-Term

January 30, 2023

Accumulated Real Estate Sector Equities (REZ) 1-30-23

Today we accumulated more shares of the iShares Residential and Multisector Real Estate ETF (REZ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in REZ right here: 4 Best Real Estate Sector ETFs to Own Long-Term

January 30, 2023

Opened New Position in Ultra Short Term Bonds (JPST) 1-30-23

Today we opened a new position in the JPMorgan Ultra-Short Income ETF (JPST). We are utilizing this fund as a proxy for cash and/or short term treasuries. Read why we invest in JPST right here: 5 Best Short & Ultra Short Bond ETFs to Own Long-Term

January 17, 2023March 13, 2023

Accumulated Health Sector Equities (PSCH) 1-17-23

January 9, 2023

Accumulated U.S. Large Cap Growth Equities (QQQ) 1-9-23

Today we accumulated more shares of the Invesco QQQ ETF (QQQ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in QQQ right here: 4 Best Long-Term Performance U.S. Large Cap Growth ETFs

January 3, 2023

Accumulated Diversified Emerging Markets Equities (FEMS) 1-3-23

December 30, 2022

Accumulated Health Sector Equities (PSCH) 12-30-22

December 30, 2022

Accumulated Foreign Small / Mid Cap Equities (PDN) 12-30-22

Today we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PDN right here: 4 Best Foreign Small / Mid Cap ETFs to Own Long-Term

December 30, 2022

Closed Position in Germany Equities (GF) 12-30-22

Today we closed our position in The New Germany Fund, Inc. (GF). This move was to take care of 2 items that I’ve been contemplating for some time:

1. Portfolio consolidation; we will be moving the proceeds to a foreign small / mid cap equity fund (PDN).

2. Year-end tax loss harvesting.

Read why we invest in PDN right here: 4 Best Foreign Small / Mid Cap ETFs to Own Long-Term

December 30, 2022

Accumulated Diversified Emerging Markets Equities (SPEM) 12-30-22

Today we accumulated more shares of the SPDR® Portfolio Emerging Markets ETF (SPEM). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in SPEM right here: 4 Best Diversified Emerging Markets ETFs to Own Long-Term

December 30, 2022

Closed Position in China Region Equities (CQQQ) 12-30-22

Today we closed our position in the Invesco China Technology ETF (CQQQ). This move was to take care of 2 items that I’ve been contemplating for some time:

1. Portfolio consolidation; we will be moving the proceeds to a diversified emerging markets fund (SPEM).

2. Year-end tax loss harvesting.

Read why we invest in SPEM right here: 4 Best Diversified Emerging Markets ETFs to Own Long-Term

December 27, 2022

Accumulated Technology Sector Equities (VGT) 12-27-22

Today we accumulated more shares of the Vanguard Information Technology ETF (VGT). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in VGT right here: 4 Best Technology Sector ETFs to Own Long-Term

December 20, 2022

Accumulated Consumer Discretionary Sector Equities (XLY) 12-20-22

Today we accumulated more shares of The Consumer Discretionary Select Sector SPDR® Fund (XLY). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in XLY right here: 4 Best Consumer Discretionary Sector ETFs to Own Long-Term

December 19, 2022

Accumulated Real Estate Sector Equities (REZ) 12-19-22

December 14, 2022

Accumulated Foreign Large Cap Equities (DBEF) 12-13-22

On Tuesday, we accumulated more shares of the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in DBEF right here: 4 Best Foreign Large Cap ETFs to Own Long-Term

December 12, 2022

Accumulated Foreign Large Cap Equities (DBEF) 12-12-22

Today we accumulated more shares of the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in DBEF right here: 4 Best Foreign Large Cap ETFs to Own Long-Term

December 5, 2022

Accumulated U.S. Large Cap Growth Equities (QQQ) 12-5-22

December 5, 2022January 17, 2023

Opened New Position in U.S. Small Cap Growth Equities (IJT) 12-5-22

Today we started a new position in the iShares S&P Small-Cap 600 Growth ETF (IJT). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in IJT right here: 4 Best U.S. Small Cap Growth ETFs to Own Long-Term

December 5, 2022

Closed Position in US Small Cap Growth Equities (VBK) 12-5-22

Today we closed our positions in the Vanguard Small-Cap Growth ETF (VBK). Buy 230.23. Sell 213.93. VBK is still an excellent ETF, but we have decided to invest in the iShares S&P Small-Cap 600 Growth ETF (IJT) for exposure to U.S. small cap growth equities. Read why we invest in IJT right here: 4 Best U.S. Small Cap Growth ETFs to Own Long-Term

November 28, 2022

Accumulated Consumer Discretionary Sector Equities (XLY) 11-28-22

November 21, 2022

Accumulated Health Sector Equities (PSCH) 11-21-22

November 14, 2022

Accumulated Consumer Discretionary Sector Equities (XLY) 11-14-22

November 9, 2022

Accumulated Foreign Small / Mid Cap Equities (PDN) 11-9-22

November 9, 2022

Accumulated Foreign Large Cap Equities (DBEF) 11-9-22

Today we accumulated more shares of the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). Result of closing a single country fund position. Read why we invest in DBEF right here: 4 Best Foreign Large Cap ETFs to Own Long-Term

November 9, 2022

Closed Position in South Korea Equities (EWY) 11-9-22

Today we closed our position in the iShares MSCI South Korea ETF (EWY). Buy 52.05. Sell 56.49. We don’t see any problems with holding this ETF long term, but we have decided to consolidate our foreign equity holdings into broad foreign market funds instead. See ETFs PDN and DBEF.

November 7, 2022