Category: 40% Goal Portfolio

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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