Category: 40% Goal Portfolio
40% Goal Portfolio – IWM ETF Trade Alerts for Mon Aug 17 2026
With the small caps dipping slightly I setup a new trade in the 40% Goal Portfolio. This Portfolio is using the IWM ETF exclusively. This ETF follows the small cap stocks of the Russell 2000. The goal of this portfolio is ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Mon Aug 3 2026
Last Wednesday, Jul 29, investors were in a selling mood following hawkish comments from Fed Chair Kevin Warsh and I placed a trade in the 40% Goal Portfolio. Today investors are in a buying mood and I placed another trade ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Wed Jul 29 2026
With all the major indexes lower this morning by over 1% as investors brace for the Fed interest rate announcement this afternoon, the smalls caps are also lower and this helped to open a new trade in the 40% Goal ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Thu Jul 16 2026
A new trade today was setup in the 40% Goal Portfolio. This is the second trade in July in this portfolio. This portfolio continues to work toward returning 40% this year. A second trade is left open for the week. ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Mon Jun 29 2026
I discussed setting up this trade in the 40% Goal Portfolio in today's, Mon Jun 29 202, morning Investing Strategy Notes. This portfolio continues to work toward returning 40% this year. A second trade is left open for the week. ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Tue Jun 23 2026
I discussed setting up this trade in the 40% Goal Portfolio in today's (Jun 23 2026) morning Investing Strategy Notes. This portfolio continues to work toward returning 40% this year. The 40% Goal Portfolio is using the IWM ETF exclusively. ....... Read More
40% Goal Portfolio – IWM ETF Trade Alerts for Thu Jun 18 2026
A new trade was placed today, Thu Jun 18 2026 in the 40% Goal Portfolio. This portfolio continues to work toward returning 40% this year. The 40% Goal Portfolio is using the IWM ETF exclusively. This ETF follows the small ....... Read More
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
