Finding Value in ETF's Worth Owning for the Long Haul
Actual sells completed in The Deep Value ETF Accumulator portfolio.
Today we closed our position in the Invesco S&P SmallCap Health Care ETF (PSCH). We moved the proceeds from this sell into another Health Sector ETF (RSPH). Read why we are now invested in RSPH right here: 5 Best Health Sector ETFs to Own Long-Term: IHI vs RSPH vs FBT vs VHT vs IHF
On Friday, we trimmed some profits in our Consumer Discretionary Select Sector SPDR® Fund (XLY) holdings. Buy 162.37. Sell 174.50. This sell was used for a distribution and to rebalance the portfolio. Read why we invest in XLY right here: 5 Best Consumer Discretionary Sector ETFs to Own Long-Term: VCR vs XLY vs IYC vc PEJ vs PBS
On Friday, we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy 314.44. Sell 378.41. This sell was used for a distribution and to rebalance the portfolio. Read why we invest in QQQ right here: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term
On Friday, we trimmed some profits in our Vanguard Information Technology ETF (VGT) holdings. This sell was used to provide a distribution and rebalance the portfolio. Buy 336.58. Sell 447.29. Read why we invest in VGT right here: 5 Best Technology Sector ETFs to Own Long-Term: SMH vs VGT vs XLK vs IYW vs IGM
On Friday, we trimmed some profits in our ProShares Ultra QQQ (QLD) holdings. Buy 35.07. Sell 67.37. Sell action was used to take a distribution and rebalance the portfolio. 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
Today we trimmed some profits in our Vanguard Information Technology ETF (VGT) holdings. Buy 338.83. Sell 444.00. Read why we invest in VGT right here: 5 Best Technology Sector ETFs to Own Long-Term: SMH vs VGT vs XLK vs IYW vs IGM
Today we trimmed some profits from our First Trust Water ETF (FIW) holdings. Buy 63.09. Sell 87.54. Read why we invest in FIW right here: 5 Best Natural Resources ETFs to Own Long-Term
Today we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy 209.60. Sell 370.74. Read why we invest in QQQ right here: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term
Today we trimmed some profits in our ProShares Ultra QQQ (QLD) holdings. Buy 35.65. Sell 64.89. 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
Today we closed our position in the WisdomTree U.S. MidCap Dividend Fund (DON). We have decided to invest in the Cambria Shareholder Yield ETF (SYLD) instead for U.S. Mid Cap Value equity exposure. Read why we invest in SYLD right here: 5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs SDY vs RFV
Today we trimmed some profits in our Vanguard Information Technology ETF (VGT) holdings. Buy 340.05. Sell 422.37. Read why we invest in VGT right here: 5 Best Technology Sector ETFs to Own Long-Term: SMH vs VGT vs XLK vs IYW vs IGM
Today we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy 248.48. Sell 353.06. Read why we invest in QQQ right here: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term
Today we trimmed some profits in our ProShares Ultra QQQ (QLD) holdings. Buy 35.93. Sell 59.06. 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
Yesterday we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy 316.88. Sell 337.40. Read why we invest in QQQ right here: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term
Yesterday we trimmed some profits in our SPDR® Gold MiniShares® Trust (GLDM) holdings. Buy 35.79. Sell 38.87. Read why we invest in GLDM right here: IAUM vs GLDM vs BAR vs SGOL vs AAAU – 5 Best Gold ETFs to Own Long-Term
Yesterday we trimmed some profits in our Vanguard Information Technology ETF (VGT) holdings. Buy 336.82. Sell 401.98. Read why we invest in VGT right here: 5 Best Technology Sector ETFs to Own Long-Term: SMH vs VGT vs XLK vs IYW vs IGM
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
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
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
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
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)
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
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
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
Today we trimmed some profits from our Energy Select Sector SPDR® Fund (XLE) holdings. Buy 59.23. Sell 87.64. Read why we invest in XLE right here: 4 Best Long-Term Performance Energy Sector ETFs
Today we trimmed some profits from our Energy Select Sector SPDR® Fund
(XLE) holdings. Buy 59.12. Sell 85.05. Read why we invest in XLE right here: 4 Best Long-Term Performance Energy Sector ETFs
Today we closed our position in the iShares MSCI Sweden ETF (EWD). Buy 27.82. Sell 29.25. I see no problem with this ETF; we are just consolidating our portfolio. We will move the proceeds from this sale to the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) and the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). You can read why we invest in these 2 ETFs right here:
4 Best Foreign Small / Mid Cap ETFs to Own Long-Term
4 Best Foreign Large Cap ETFs to Own Long-Term
Today we trimmed some profits from our Energy Select Sector SPDR® Fund
(XLE) holdings. Buy 56.82. Sell 82.08. Read why we invest in XLE right here: 4 Best Long-Term Performance Energy Sector ETFs
Today we trimmed some profits from our WisdomTree U.S. MidCap Dividend Fund (DON) holdings. Buy 27.91. Sell 39.00. Read why we invest in DON right here: 4 Best U.S. Mid Cap Value ETFs to Own Long-Term
Today we closed our position in the iShares MSCI Pacific ex Japan ETF (EPP). Buy 40.17. Sell 43.71. This is still a good fund to invest in, but we have decided to reduce the total number of funds we invest in. The proceeds from this sale have been moved into our Foreign Large Cap Fund (DBEF) and our Foreign Small/Mid Cap Fund (PDN).
Today we closed our position in the First Trust Dow Jones Internet Index Fund (FDN). I don’t have any problems with this ETF; I’ve just made a decision to invest in a broader market tech sector fund instead. Our new chosen fund for tech sector exposure is the Vanguard Information Technology ETF (VGT). Read why we invest in VGT right here: 4 Best Technology Sector ETFs to Own Long-Term
Today we closed our position in the AdvisorShares Dorsey Wright ADR ETF (AADR). Buy 57.63. Sell 58.14. I don’t see a problem with this fund; we are just consolidating the number of funds we own. We have opted to open a new position in a Foreign Large Cap Blend fund instead; the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF).
Today we closed our position in the First Trust Dow Jones Global Select Dividend Index Fund (FGD). Buy 17.88. Sell 25.18. I don’t see a problem with this fund; we are just consolidating the number of funds we own. We have opted to open a new position in a Foreign Large Cap Blend fund instead; the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF).
Today we closed our position in the iShares MSCI EAFE Small-Cap ETF (SCZ). Buy 59.16. Sell 64.59. I don’t see a problem with this fund; we are just consolidating the number of funds we own. We have opted to keep a Foreign Small / Mid Cap Value fund (PDN) in our portfolio. Read why we invest in PDN right here: 4 Best Foreign Small / Mid Cap Value ETFs to Own Long-Term
Today we closed our position in iShares Convertible Bond ETF (ICVT). Buy 86.37. Sell 82.28. I don’t have a problem with this fund; I’m just reducing the number of funds I invest in. 5 Best Long-Term Performance Convertible Securities ETFs & CEFs
Today we closed our position in the WisdomTree Emerging Markets SmallCap Dividend Fund (DGS). Buy 39.88. Sell 52.80. I see no problems with this ETF; closing this position was made to move into another Emerging Markets Small Cap ETF, the First Trust Emerging Markets Small Cap AlphaDEX® Fund (FEMS). Read why we invest in FEMS right here: 4 Best Diversified Emerging Markets ETFs to Own Long-Term
Today we closed our position in the iShares MSCI New Zealand ETF (ENZL). Buy 59.27. Sell 54.23. See all our buys and sell at this link: https://www.ishares.com/us/products/239672/ishares-msci-new-zealand-capped-etf
Today we trimmed some profits from our Energy Select Sector SPDR® Fund (XLE) holdings. Buy 57.44. Sell 68.82. Read why we invest in XLE right here: 4 Best Long-Term Performance Energy Sector ETFs
Today we closed our position in the Invesco S&P 500® Equal Weight Materials ETF (RTM). Buy 103.84. Sell 177.19. I still believe RTM is a great ETF and a worthy investment, but we have found ourselves with 2 natural resources funds in our portfolio. So, we have opted to close our position in RTM and continue to invest the First Trust Water ETF (FIW). Read why we invest in FIW right here: The 4 Best Natural Resources Sector ETFs to Own Long-Term
Today we closed our positions in the Ellsworth Growth & Income Fund Ltd. (ECF). Buy 11.82. Sell 12.32. While I do still consider ECF a good fund; we have opted to invest in the exchange traded fund structure of ICVT rather than the closed end fund structure of ECF. Read why we invest in ICVT right here: 5 Best Long-Term Performance Convertible Securities ETFs & CEFs 1.5
Yesterday we closed our position in the iShares U.S. Aerospace & Defense ETF (ITA). Buy 93.75. Sell 104.36. This is not a bad ETF, but we have decided to invest in the SPDR® S&P® Aerospace & Defense ETF (XAR) instead of ITA. Read why we invest in XAR right here: 4 Best Long-Term Performance Industrials Sector ETFs 1.5
Today we closed our positions in the First Trust Value Line® Dividend Index Fund (FVD). Buy 29.92. Sell 41.32. There is no problem with this ETF; we have just decided to move these funds to a different U.S. large cap value ETF, the Schwab U.S. Dividend Equity ETF (SCHD). Read why we invest in SCHD right here: 4 Best Long-Term Performance U.S. Large Cap Value ETFs
Today we closed our positions in the Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS). Buy 120.73. Sell 154.71. I have no problem with this fund, as it is still a good fund; we’ve just decided to move this position into a Small Cap Consumer Staples fund, the Invesco S&P SmallCap Consumer Staples ETF (PSCC). Read why we invest in the consumer staples sector right here: 4 Best Long-Term Performance Consumer Staples Sector ETFs 1.5
Today we trimmed some profits from our ProShares Ultra QQQ (QLD) holdings. Buy 41.17. Sell 69.42. Read why we invest in QLD right here: 4 Best Long-Term Performance Trading – Leveraged Equity ETFs (2X Only) 1.4
Today we trimmed some profits in our iShares Residential and Multisector Real Estate ETF (REZ) holdings. Buy 59.47. Sell 82.36. Read why we invest in REZ right here: 4 Best Long-Term Performance Real Estate Sector ETFs 1.4
Today we trimmed some profits in our Invesco S&P SmallCap 600 Revenue ETF (RWJ) holdings. Buy 53.65. Sell 120.74. Read why we invest in RWJ right here: 4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.4
Today we trimmed some more profits from our Invesco S&P SmallCap 600 Revenue ETF (RWJ) holdings. Buy 41.13. Sell 120.19. Read why we invest in RWJ right here: 4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.4
Today we trimmed some profits from our Invesco S&P SmallCap 600 Revenue ETF (RWJ) holdings. Buy 41.20. Sell 119.56. Read why we invest in RWJ right here: 4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.4
Today we closed our position in the WisdomTree Emerging Markets High Dividend Fund (DEM). We are moving this position to the SPDR® Portfolio Emerging Markets ETF (SPEM). Read why we now invest in SPEM right here: 4 Best Long-Term Performance Diversified Emerging Markets ETFs 1.4
