Category: 40% Goal Portfolio
40% Goal Portfolio – IWM ETF Trade Alerts for Fri May 22 2026
A new trade was placed today in the 40% Goal Portfolio. This portfolio continues to wind its way toward returning 40% this year. The 40% Goal Portfolio is using the IWM ETF exclusively. This ETF follows the small cap stocks ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Tue May 12 2026
With the weakness today in stocks, the IWM ETF is also moving lower. This is ideal for another trade in the 40% Goal Portfolio. The 40% Goal Portfolio is using the IWM ETF exclusively. This ETF follows the small cap ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Fri May 8 2026
I outlined this trade idea in the 40% Goal Portfolio in the Investing Strategy Notes. The 40% Goal Portfolio is using the IWM ETF exclusively. This ETF follows the small cap stocks of the Russell 2000. The goal of this ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Wed Apr 29 2026
With the IWM ETF slipping lower today I placed a trade in the 40% Goal Portfolio. I increased the size of the trade and shortened the time period to just a couple of weeks. The 40% Goal Portfolio is using ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Mon Apr 20 2026
In the morning Investing Strategy Notes I discussed setting up another trade in the 40% Goal Portfolio today. I setup today's trade slightly different from the trade outlined in today's Investing Strategy Notes. I decreased the size of the trade. ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Wed Apr 15 2026
In the morning Investing Strategy Notes I discussed setting up another trade in the 40% Goal Portfolio today. I setup today's trade slightly different from the trade outlined in today's Investing Strategy Notes. I increased the size of the trade. ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Thu Apr 2 2026
In the morning Investing Strategy Notes I discussed setting up another trade in the 40% Goal Portfolio today. The 40% Goal Portfolio is using the IWM ETF exclusively. This ETF follows the small cap stocks of the Russell 2000. The goal ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Wed Mar 25 2026
In the morning Investing Strategy Notes I discussed setting up another trade in the 40% Goal Portfolio today. The 40% Goal Portfolio is using the IWM ETF exclusively. This ETF follows the small cap stocks of the Russell 2000. The goal ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Wed Mar 18 2026
In the morning Investing Strategy Notes I discussed setting up another trade in the 40% Goal Portfolio today if there was weakness. Thanks to the latest PPI report showing a jump higher, equities moved lower which allowed for this trade ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Thu Mar 12 2026
In the morning Investing Strategy Notes I discussed setting up another trade in the 40% Goal Portfolio today if there was weakness. With equities lower I placed the trade in the IWM ETF outlined but adjusted the position from the ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Thu Mar 5 2026
Yesterday a trade was placed in the 40% Goal Portfolio which is exclusively using the IWM ETF. Today's decline in the market allowed for a second trade which earned more than double yesterday's gain. This is the 11th trade done ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Wed Mar 4 2026
In the morning Investing Strategy Notes today I discussed setting up another trade in the 40% Goal Portfolio. I entered the trade outlined and discuss a second trade expected this week. I think this is an opportunity for another trade. ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Fri Feb 27 2026
I placed a trade earlier this week in the 40% Goal Portfolio but with the small caps under more selling pressure today, the IWM ETF fell below $260. I think this is an opportunity for another trade. I adjusted the ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Mon Feb 23 2026
On Friday Feb 20 I placed a trade in the 40% Goal Portfolio. Today with the small caps lower thanks to investor worries about the latest tariff issue, the small caps are lower again. I setup another trade in the ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Fri Feb 20 2026
In the morning Investing Strategy Notes for Friday, I discussed setting up this trade in the 40% Goal Portfolio. This is the 7th trade done in the 40% Goal Portfolio for 2026. The 40% Goal Portfolio is using the IWM ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Fri Feb 13 2026
With the general market sell-off yesterday, the small cap stocks are also lower and that allows for another trade to be setup in the 40% Goal Portfolio. This trade was discussed in the morning Investing Strategy Notes. This is the ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Tue Feb 3 2026
With the general market sell-off today, the small cap stocks are also lower and that allows for another trade to be setup in the 40% Goal Portfolio. This is the fifth trade done in the 40% Goal Portfolio for 2026. ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Mon Jan 26 2026
I discussed this trade in the morning Investing Strategy Notes. This is the fourth trade done in the 40% Goal Portfolio for 2026. The 40% Goal Portfolio is using the IWM ETF exclusively. This ETF follows the small cap universe ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Wed Jan 21 2026
This is the third trade done in the 40% Goal Portfolio for 2026. The 40% Goal Portfolio is using the IWM ETF exclusively. This ETF follows the small cap universe of stocks in the Russell 2000. The goal of this ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Tue Jan 13 2026
This is the second trade done in the 40% Goal Portfolio for 2026. The 40% Goal Portfolio is using the IWM ETF exclusively. This ETF follows the small cap universe of stocks in the Russell 2000. The goal of this ....... Read More
