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JPST - JPMorgan Ultra-Short Income ETF
Market Cap 7.42B P/E - EPS this Y - Ern Qtrly Grth -
Income - Forward P/E - EPS next Y - 50D Avg Chg -
Sales - PEG - EPS past 5Y - 200D Avg Chg -
Dividend N/A Price/Book EPS next 5Y - 52W High Chg -1.00%
Recommedations - Quick Ratio - Shares Outstanding - 52W Low Chg -
Insider Own - ROA - Shares Float - Beta -
Inst Own - ROE - Shares Shorted/Prior -/- Price 50.02
Gross Margin - Profit Margin - Avg. Volume 4,027,874 Target Price -
Oper. Margin - Earnings Date - Volume 3,135,962 Change 0.04%
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JPMorgan Ultra-Short Income ETF News
08/16/24 JPMorgan AM Names Travis Spence Global ETF Head
08/13/24 Schwab Debuts First Active Fixed Income ETF (SCUS)
07/30/24 Schwab’s First Active Bond ETF takes on JPST, MINT
07/08/24 Bond ETFs Shrug Off Softening Jobs Market
06/12/24 How to use a 'barbell approach' to beat market uncertainty
06/04/24 JP Morgan Poaches Fitzpatrick From State Street
05/01/24 Vanguard’s Narayanan Discusses VUSB
04/22/24 Actively Managed ETFs What Investors Need to Know
JPST Chatroom

User Image SemiRetiredBlueCollarGuy Posted - 21 hours ago

The 5 Best Ultra Short Bond ETFs to Own Long-Term $PULS - PGIM Ultra Short Bond ETF $VNLA - Janus Henderson Short Duration Income ETF $GSY - Invesco Ultra Short Duration ETF $JPST - JPMorgan Ultra-Short Income ETF $GSST - Goldman Sachs Access Ultra Short Bond ETF

User Image SemiRetiredBlueCollarGuy Posted - 21 hours ago

The 5 Best Ultra Short Bond ETFs to Own Long Term $PULS - PGIM Ultra Short Bond ETF $VNLA - Janus Henderson Short Duration Income ETF $GSY - Invesco Ultra Short Duration ETF $JPST - JPMorgan Ultra-Short Income ETF $GSST - Goldman Sachs Access Ultra Short Bond ETF

User Image SemiRetiredBlueCollarGuy Posted - 21 hours ago

5 Best Ultra Short Bond ETFs to Own Long Term $PULS - PGIM Ultra Short Bond ETF $VNLA - Janus Henderson Short Duration Income ETF $GSY - Invesco Ultra Short Duration ETF $JPST - JPMorgan Ultra-Short Income ETF $GSST - Goldman Sachs Access Ultra Short Bond ETF

User Image SemiRetiredBlueCollarGuy Posted - 2 weeks ago

Our Experimental Portfolio 9-6-24 3X DOW 30 $UDOW 3X HEALTH $CURE CASH $JPST DM LARGE $DBEF LONG BONDS $EDV

User Image TalkMarkets Posted - 1 month ago

Time To Invest in Cash-Like ETFs? $PULS $JPST $SHV $BIL $SGOV https://talkmarkets.com/content/etfs/time-to-invest-in-cash-like-etfs?post=458200

User Image Ro_Patel Posted - 3 months ago

Investment Company Institute: US money-market funds fell to $6.1T from a record $6.12T in the prior week - much of the outflows was led by institutional funds while retail attracted cash & inflows was from Retail Note: Total money market fund assets was $5.9T on Dec. 6 Blackrock: Going back to 1995, Cash has returned an avg of +4.5% in the year following the last rate hike of a cycle by the Fed, while US equities have jumped +24.3% & investment grade debt by +13.6% Should yields fall (Fed cuts rates), some investors may deploy cash into stocks & other risky investments, while others rush to lock in yields in longer-term bonds. Note: Not all the cash in money market funds may be available as "dry powder" & total money market fund assets as a percentage of market capitalization stand at about 15.5%, in line with the long-term median $JPST $TBLL $SHY $TLT - $SPY

User Image SemiRetiredBlueCollarGuy Posted - 3 months ago

More profit taking Friday Experimental Portfolio #2 update Up +4.47% this week 6/15/24 Current holdings: 3X LEVERAGED US LARGE BLEND (S&P 500) $UPRO 90.0%/90% ULTRA SHORT-TERM BONDS (CASH) $JPST 9.9%/10% - Rebalanced portfolio & distributed $1000 profits. Sell 1013.21 UPRO. Buy 18.03 JPST - Dividend 2.39 JPST 6/5/24 - Security lending interest 0.01 5/21/24 - Dividend 2.43 JPST 5/6/24 - Buy 5.20 JPST, 308.63 UPRO 4/19/24 - Deposit $300 cash 4/18/24 - Dividend 2.34 JPST 4/4/24 - Dividend 9.22 UPRO 3/27/24 - Dividend 2.27 JPST. 3/6/24 - Deposit $200. Buy 187.39 of UPRO, 12.63 of JPST. 2/28/24 - Distributed $1000 profit. Sold 7.36 of JPST & 987.88 of UPRO. 2/23/24 - Dividend 2.30 JPST 2/6/24 - Dividend 2.49 JPST 1/3/24 - First trades. Buy 4770.00 of SPY & 530.00 of JPST. 12/20/23

User Image SemiRetiredBlueCollarGuy Posted - 3 months ago

Friday was a great day for profit taking Experimental Portfolio #1 Up +4.25% this week 6/15/24 Current holdings: 3X LEVERAGED US LARGE GROWTH $TQQQ 35.2%/35% 3X LEVERAGED HEALTH SECTOR $CURE 34.9%/35% LONG BONDS $EDV 9.9%/10% GOLD $GLDM 9.9%/10% ULTRA SHORT BONDS (CASH) $JPST 9.9%/10% - Rebalanced portfolio and distributed $1000 of profits. Sell 724.63 TQQQ, sell 185.93 CURE, sell 57.20 GLDM, sell 36.91 EDV. Buy 9.46 JPST - Dividend 2.39 6/5/24 - Security lending interest 0.02 5/21/24 - Dividend 2.43 JPST 5/6/24 - Buy 127.42 CURE, 28.73 EDV, 10.51 JPST, 133.36 TQQQ 4/19/24 - Deposit 300.00 cash 4/18/24 - Security lending interest 0.04 4/17/24 - Buy 2.37 JPST, 23.16 EDV 4/5/24 - Dividend 2.31 JPST 4/4/24 - Dividend 5.35 EDV 4/4/24 - Dividend 7.25 TQQQ 3/27/24 - Dividend 6.02 CURE 3/26/24 - Dividend 2.24 JPST 3/6/24 - Dividend 2.29 JPST 2/6/24 - Distributed profits $1000. Sold 58.12 GLDM, 434.45 CURE, 426.30 TQQQ, JPST 62.76, EDV 15.67 1/22/24 - Buy 28.73 TQQQ 1/3/24

User Image SemiRetiredBlueCollarGuy Posted - 3 months ago

Experimental Portfolio #2 update Up +3.22% this week 6/9/24 Current holdings: 3X LEVERAGED US LARGE BLEND (S&P 500) $UPRO 91.5%/90% ULTRA SHORT-TERM BONDS (CASH) $JPST 8.4%/10% - Dividend 2.39 JPST 6/5/24 - Security lending interest 0.01 5/21/24 - Dividend 2.43 JPST 5/6/24 - Buy 5.20 JPST, 308.63 UPRO 4/19/24 - Deposit $300 cash 4/18/24 - Dividend 2.34 JPST 4/4/24 - Dividend 9.22 UPRO 3/27/24 - Dividend 2.27 JPST. 3/6/24 - Deposit $200. Buy 187.39 of UPRO, 12.63 of JPST. 2/28/24 - Distributed $1000 profit. Sold 7.36 of JPST & 987.88 of UPRO. 2/23/24 - Dividend 2.30 JPST 2/6/24 - Dividend 2.49 JPST 1/3/24 - First trades. Buy 4770.00 of SPY & 530.00 of JPST. 12/20/23

User Image SemiRetiredBlueCollarGuy Posted - 3 months ago

Experimental Portfolio #1 Up 4.75% this week 6/9/24 Current holdings: 3X LEVERAGED US LARGE GROWTH $TQQQ 38.7%/35% 3X LEVERAGED HEALTH SECTOR $CURE 34.2%/35% GOLD $GLDM 9.4%/10% LONG BONDS $EDV 8.9%/10% ULTRA SHORT BONDS (CASH) $JPST 8.5%/10% - Dividend 2.39 6/5/24 - Security lending interest 0.02 5/21/24 - Dividend 2.43 JPST 5/6/24 - Buy 127.42 CURE, 28.73 EDV, 10.51 JPST, 133.36 TQQQ 4/19/24 - Deposit 300.00 cash 4/18/24 - Security lending interest 0.04 4/17/24 - Buy 2.37 JPST, 23.16 EDV 4/5/24 - Dividend 2.31 JPST 4/4/24 - Dividend 5.35 EDV 4/4/24 - Dividend 7.25 TQQQ 3/27/24 - Dividend 6.02 CURE 3/26/24 - Dividend 2.24 JPST 3/6/24 - Dividend 2.29 JPST 2/6/24 - Distributed profits $1000. Sold 58.12 GLDM, 434.45 CURE, 426.30 TQQQ, JPST 62.76, EDV 15.67 1/22/24 - Buy 28.73 TQQQ 1/3/24 - Dividends 27.40 12/28/23 1/3/24 - Changed allocation to 35/35/10/10/10 & rebalanced 12/20/23 - Buy TQQQ 28.73 1/3/24 - JPST Dividend 4.04 12/6/23

User Image SemiRetiredBlueCollarGuy Posted - 3 months ago

My current holdings 6-1-24 CASH $JPST SMALL GROWTH $IJT COMMUNICATIONS $FCOM MID VALUE $SYLD TECH $VGT

User Image SemiRetiredBlueCollarGuy Posted - 3 months ago

Experimental Portfolio #2 update Down -1.33% this week 6/1/24 Current holdings: 3X LEVERAGED US LARGE BLEND (S&P 500) $UPRO 91.3%/90% ULTRA SHORT-TERM BONDS (CASH) $JPST 8.6%/10% - Security lending interest 0.01 5/21/24 - Dividend 2.43 JPST 5/6/24 - Buy 5.20 JPST, 308.63 UPRO 4/19/24 - Deposit $300 cash 4/18/24 - Dividend 2.34 JPST 4/4/24 - Dividend 9.22 UPRO 3/27/24 - Dividend 2.27 JPST. 3/6/24 - Deposit $200. Buy 187.39 of UPRO, 12.63 of JPST. 2/28/24 - Distributed $1000 profit. Sold 7.36 of JPST & 987.88 of UPRO. 2/23/24 - Dividend 2.30 JPST 2/6/24 - Dividend 2.49 JPST 1/3/24 - First trades. Buy 4770.00 of SPY & 530.00 of JPST. 12/20/23

User Image davidmoadel Posted - 3 months ago

$EDV $TQQQ $CURE $GLDM $JPST

User Image SemiRetiredBlueCollarGuy Posted - 3 months ago

Experimental Portfolio #1 Down -2.52% this week 6/1/24 Current holdings: 3X LEVERAGED US LARGE GROWTH $TQQQ 37.7%/35% 3X LEVERAGED HEALTH SECTOR $CURE 33.9%/35% GOLD $GLDM 10.1%/10% LONG BONDS $EDV 9.1%/10% ULTRA SHORT BONDS (CASH) $JPST 9.0%/10% - Security lending interest 0.02 5/21/24 - Dividend 2.43 JPST 5/6/24 - Buy 127.42 CURE, 28.73 EDV, 10.51 JPST, 133.36 TQQQ 4/19/24 - Deposit 300.00 cash 4/18/24 - Security lending interest 0.04 4/17/24 - Buy 2.37 JPST, 23.16 EDV 4/5/24 - Dividend 2.31 JPST 4/4/24 - Dividend 5.35 EDV 4/4/24 - Dividend 7.25 TQQQ 3/27/24 - Dividend 6.02 CURE 3/26/24 - Dividend 2.24 JPST 3/6/24 - Dividend 2.29 JPST 2/6/24 - Distributed profits $1000. Sold 58.12 GLDM, 434.45 CURE, 426.30 TQQQ, JPST 62.76, EDV 15.67 1/22/24 - Buy 28.73 TQQQ 1/3/24 - Dividends 27.40 12/28/23 1/3/24 - Changed allocation to 35/35/10/10/10 & rebalanced 12/20/23 - Buy TQQQ 28.73 1/3/24 - JPST Dividend 4.04 12/6/23 - Distributed profits 187.92. Sold 187.92 TQQQ 11/27/23

User Image SemiRetiredBlueCollarGuy Posted - 05/26/24

Experimental Portfolio #2 update Down -0.28% this week 5/24/24 Current holdings: 3X LEVERAGED US LARGE BLEND (S&P 500) $UPRO 91.3%/90% ULTRA SHORT-TERM BONDS (CASH) $JPST 8.6%/10% - Security lending interest 0.01 5/21/24 - Dividend 2.43 JPST 5/6/24 - Buy 5.20 JPST, 308.63 UPRO 4/19/24 - Deposit $300 cash 4/18/24 - Dividend 2.34 JPST 4/4/24 - Dividend 9.22 UPRO 3/27/24 - Dividend 2.27 JPST. 3/6/24 - Deposit $200. Buy 187.39 of UPRO, 12.63 of JPST. 2/28/24 - Distributed $1000 profit. Sold 7.36 of JPST & 987.88 of UPRO. 2/23/24 - Dividend 2.30 JPST 2/6/24 - Dividend 2.49 JPST 1/3/24 - First trades. Buy 4770.00 of SPY & 530.00 of JPST. 12/20/23

User Image SemiRetiredBlueCollarGuy Posted - 05/26/24

Experimental Portfolio #1 Down -0.31% this week 5/24/24 Current holdings: 3X LEVERAGED US LARGE GROWTH $TQQQ 38.4%/35% 3X LEVERAGED HEALTH SECTOR $CURE 33.7%/35% GOLD $GLDM 9.8%/10% LONG BONDS $EDV 9.0%/10% ULTRA SHORT BONDS (CASH) $JPST 8.7%/10% - Security lending interest 0.02 5/21/24 - Dividend 2.43 JPST 5/6/24 - Buy 127.42 CURE, 28.73 EDV, 10.51 JPST, 133.36 TQQQ 4/19/24 - Deposit 300.00 cash 4/18/24 - Security lending interest 0.04 4/17/24 - Buy 2.37 JPST, 23.16 EDV 4/5/24 - Dividend 2.31 JPST 4/4/24 - Dividend 5.35 EDV 4/4/24 - Dividend 7.25 TQQQ 3/27/24 - Dividend 6.02 CURE 3/26/24 - Dividend 2.24 JPST 3/6/24 - Dividend 2.29 JPST 2/6/24 - Distributed profits $1000. Sold 58.12 GLDM, 434.45 CURE, 426.30 TQQQ, JPST 62.76, EDV 15.67 1/22/24 - Buy 28.73 TQQQ 1/3/24 - Dividends 27.40 12/28/23 1/3/24 - Changed allocation to 35/35/10/10/10 & rebalanced 12/20/23 - Buy TQQQ 28.73 1/3/24 - JPST Dividend 4.04 12/6/23 - Distributed profits 187.92. Sold 187.92 TQQQ 11/27/23

User Image davidmoadel Posted - 4 months ago

$UPRO $JPST

User Image davidmoadel Posted - 4 months ago

$EDV $TQQQ $CURE $GLDM $JPST

User Image SemiRetiredBlueCollarGuy Posted - 4 months ago

Experimental Portfolio #2 update Up +4.29% this week 5/17/24 Current holdings: 3X LEVERAGED US LARGE BLEND (S&P 500) $UPRO 91.3%/90% ULTRA SHORT-TERM BONDS (CASH) $JPST 8.6%/10% - Dividend 2.43 JPST 5/6/24 - Buy 5.20 JPST, 308.63 UPRO 4/19/24 - Deposit $300 cash 4/18/24 - Dividend 2.34 JPST 4/4/24 - Dividend 9.22 UPRO 3/27/24 - Dividend 2.27 JPST. 3/6/24 - Deposit $200. Buy 187.39 of UPRO, 12.63 of JPST. 2/28/24 - Distributed $1000 profit. Sold 7.36 of JPST & 987.88 of UPRO. 2/23/24 - Dividend 2.30 JPST 2/6/24 - Dividend 2.49 JPST 1/3/24 - First trades. Buy 4770.00 of SPY & 530.00 of JPST. 12/20/23

User Image SemiRetiredBlueCollarGuy Posted - 4 months ago

Experimental Portfolio #1 Up +4.59% this week 5/17/24 Current holdings: 3X LEVERAGED US LARGE GROWTH $TQQQ 36.9%/35% 3X LEVERAGED HEALTH SECTOR $CURE 35.0%/35% GOLD $GLDM 10.2%/10% LONG BONDS $EDV 9.0%/10% ULTRA SHORT BONDS (CASH) $JPST 8.7%/10% - Dividend 2.43 JPST 5/6/24 - Buy 127.42 CURE, 28.73 EDV, 10.51 JPST, 133.36 TQQQ 4/19/24 - Deposit 300.00 cash 4/18/24 - Security lending interest 0.04 4/17/24 - Buy 2.37 JPST, 23.16 EDV 4/5/24 - Dividend 2.31 JPST 4/4/24 - Dividend 5.35 EDV 4/4/24 - Dividend 7.25 TQQQ 3/27/24 - Dividend 6.02 CURE 3/26/24 - Dividend 2.24 JPST 3/6/24 - Dividend 2.29 JPST 2/6/24 - Distributed profits $1000. Sold 58.12 GLDM, 434.45 CURE, 426.30 TQQQ, JPST 62.76, EDV 15.67 1/22/24 - Buy 28.73 TQQQ 1/3/24 - Dividends 27.40 12/28/23 1/3/24 - Changed allocation to 35/35/10/10/10 & rebalanced 12/20/23 - Buy TQQQ 28.73 1/3/24 - JPST Dividend 4.04 12/6/23 - Distributed profits 187.92. Sold 187.92 TQQQ 11/27/23

User Image SemiRetiredBlueCollarGuy Posted - 4 months ago

Experimental Portfolio #2 update Up +1.21% this week 5/4/24 Current holdings: 3X LEVERAGED US LARGE BLEND (S&P 500) $UPRO 90.5%/90% ULTRA SHORT-TERM BONDS (CASH) $JPST 9.4%/10% - Buy 5.20 JPST, 308.63 UPRO 4/19/24 - Deposit $300 cash 4/18/24 - Dividend 2.34 JPST 4/4/24 - Dividend 9.22 UPRO 3/27/24 - Dividend 2.27 JPST. 3/6/24 - Deposit $200. Buy 187.39 of UPRO, 12.63 of JPST. 2/28/24 - Distributed $1000 profit. Sold 7.36 of JPST & 987.88 of UPRO. 2/23/24 - Dividend 2.30 JPST 2/6/24 - Dividend 2.49 JPST 1/3/24 - First trades. Buy 4770.00 of SPY & 530.00 of JPST. 12/20/23

User Image SemiRetiredBlueCollarGuy Posted - 4 months ago

Experimental Portfolio #1 Up +1.50% this week 5/4/24 Current holdings: 3X LEVERAGED US LARGE GROWTH $TQQQ 36.1%/35% 3X LEVERAGED HEALTH SECTOR $CURE 34.1%/35% GOLD $GLDM 10.5%/10% LONG BONDS $EDV 9.5%/10% ULTRA SHORT BONDS (CASH) $JPST 9.4%/10% - Buy 127.42 CURE, 28.73 EDV, 10.51 JPST, 133.36 TQQQ 4/19/24 - Deposit 300.00 cash 4/18/24 - Security lending interest 0.04 4/17/24 - Buy 2.37 JPST, 23.16 EDV 4/5/24 - Dividend 2.31 JPST 4/4/24 - Dividend 5.35 EDV 4/4/24 - Dividend 7.25 TQQQ 3/27/24 - Dividend 6.02 CURE 3/26/24 - Dividend 2.24 JPST 3/6/24 - Dividend 2.29 JPST 2/6/24 - Distributed profits $1000. Sold 58.12 GLDM, 434.45 CURE, 426.30 TQQQ, JPST 62.76, EDV 15.67 1/22/24 - Buy 28.73 TQQQ 1/3/24 - Dividends 27.40 12/28/23 1/3/24 - Changed allocation to 35/35/10/10/10 & rebalanced 12/20/23 - Buy TQQQ 28.73 1/3/24 - JPST Dividend 4.04 12/6/23 - Distributed profits 187.92. Sold 187.92 TQQQ 11/27/23

User Image SemiRetiredBlueCollarGuy Posted - 04/26/24

Experimental Portfolio #2 update Up +7.09% this week 4/26/24 Current holdings: 3X LEVERAGED US LARGE BLEND (S&P 500) $UPRO 90.4%/90% ULTRA SHORT-TERM BONDS (CASH) $JPST 9.5%/10% - Buy 5.20 JPST, 308.63 UPRO 4/19/24 - Deposit $300 cash 4/18/24 - Dividend 2.34 JPST 4/4/24 - Dividend 9.22 UPRO 3/27/24 - Dividend 2.27 JPST. 3/6/24 - Deposit $200. Buy 187.39 of UPRO, 12.63 of JPST. 2/28/24 - Distributed $1000 profit. Sold 7.36 of JPST & 987.88 of UPRO. 2/23/24 - Dividend 2.30 JPST 2/6/24 - Dividend 2.49 JPST 1/3/24 - First trades. Buy 4770.00 of SPY & 530.00 of JPST. 12/20/23

User Image SemiRetiredBlueCollarGuy Posted - 04/26/24

Experimental Portfolio #1 Up +4.19% this week 4/26/24 Current holdings: 3X LEVERAGED US LARGE GROWTH $TQQQ 35.8%/35% 3X LEVERAGED HEALTH SECTOR $CURE 34.1%/35% GOLD $GLDM 10.9%/10% ULTRA SHORT BONDS (aka CASH) $JPST 9.6%/10% LONG BONDS $EDV 9.4%/10% - Buy 127.42 CURE, 28.73 EDV, 10.51 JPST, 133.36 TQQQ 4/19/24 - Deposit 300.00 cash 4/18/24 - Security lending interest 0.04 4/17/24 - Buy 2.37 JPST, 23.16 EDV 4/5/24 - Dividend 2.31 JPST 4/4/24 - Dividend 5.35 EDV 4/4/24 - Dividend 7.25 TQQQ 3/27/24 - Dividend 6.02 CURE 3/26/24 - Dividend 2.24 JPST 3/6/24 - Dividend 2.29 JPST 2/6/24 - Distributed profits $1000. Sold 58.12 GLDM, 434.45 CURE, 426.30 TQQQ, JPST 62.76, EDV 15.67 1/22/24 - Buy 28.73 TQQQ 1/3/24 - Dividends 27.40 12/28/23 1/3/24 - Changed allocation to 35/35/10/10/10 & rebalanced 12/20/23 - Buy TQQQ 28.73 1/3/24 - JPST Dividend 4.04 12/6/23 - Distributed profits 187.92. Sold 187.92 TQQQ 11/27/23

User Image SemiRetiredBlueCollarGuy Posted - 5 months ago

Experimental Portfolio #2 update Down -8.27% this week 4/20/24 Current holdings: $UPRO 89.7%/90% 3X LEVERAGED US LARGE BLEND (S&P 500) $JPST 10.2%/10% ULTRA SHORT-TERM BONDS (CASH) - Buy 5.20 JPST, 308.63 UPRO - Deposit $300 cash 4/18/24 - Dividend 2.34 JPST 4/4/24 - Dividend 9.22 UPRO 3/27/24 - Dividend 2.27 JPST. 3/6/24 - Deposit $200. Buy 187.39 of UPRO, 12.63 of JPST. 2/28/24 - Distributed $1000 profit. Sold 7.36 of JPST & 987.88 of UPRO. 2/23/24 - Dividend 2.30 JPST 2/6/24 - Dividend 2.49 JPST 1/3/24 - First trades. Buy 4770.00 of SPY & 530.00 of JPST. 12/20/23

User Image SemiRetiredBlueCollarGuy Posted - 5 months ago

Experimental Portfolio #1 Down -10.74% this week 4/20/24 Current holdings: $CURE 34.9%/35% 3X LEVERAGED HEALTH SECTOR $TQQQ 33.4%/35% 3X LEVERAGED US LARGE GROWTH $GLDM 11.5%/10% GOLD $JPST 10.0%/10% ULTRA SHORT BONDS $EDV 10.0%/10% LONG BONDS - Buy 127.42 CURE, 28.73 EDV, 10.51 JPST, 133.36 TQQQ - Deposit 300.00 cash 4/18/24 - Security lending interest 0.04 4/17/24 - Buy 2.37 JPST, 23.16 EDV 4/5/24 - Dividend 2.31 JPST 4/4/24 - Dividend 5.35 EDV 4/4/24 - Dividend 7.25 TQQQ 3/27/24 - Dividend 6.02 CURE 3/26/24 - Dividend 2.24 JPST 3/6/24 - Dividend 2.29 JPST 2/6/24 - Distributed profits $1000. Sold 58.12 GLDM, 434.45 CURE, 426.30 TQQQ, JPST 62.76, EDV 15.67 1/22/24 - Buy 28.73 TQQQ 1/3/24 - Dividends 27.40 12/28/23 1/3/24 - Changed allocation to 35/35/10/10/10 & rebalanced 12/20/23 - Buy TQQQ 28.73 1/3/24 - JPST Dividend 4.04 12/6/23 - Distributed profits 187.92 11/27/23

User Image SemiRetiredBlueCollarGuy Posted - 5 months ago

The Deep Value ETF Accumulator Holdings 4-6-24 CASH $JPST EM SMALL $FEMS DM SMALL $FYLD ENERGY $XLE INDUSTRIALS $XAR https://deepvalueetfaccumulator.com/holdings/the-deep-value-etf-accumulator-holdings-4-6-24/

User Image SemiRetiredBlueCollarGuy Posted - 03/29/24

Experimental Portfolio #2 update Up +0.28% this week 3/29/24 Current holdings: $UPRO 90.8%/90% 3X LEVERAGED US LARGE BLEND (S&P 500) $JPST 9.1%/10% ULTRA SHORT-TERM BONDS (CASH) Rebalance when cash position becomes ±20% off its designated allocation - Dividend 9.22 UPRO 3/27/24 - Dividend 2.27 JPST. 3/6/24 - Deposit $200. Buy 187.39 of UPRO, 12.63 of JPST. 2/28/24 - Distributed $1000 profit. Sold 7.36 of JPST & 987.88 of UPRO. 2/23/24 - Dividend 2.30 JPST 2/6/24 - Dividend 2.49 JPST 1/3/24 - First trades. Buy 4770.00 of SPY & 530.00 of JPST. 12/20/23

User Image SemiRetiredBlueCollarGuy Posted - 03/29/24

Experimental Portfolio #1 Up +1.30% this week 3/29/24 Current holdings: $CURE 36.3%/35% 3X LEVERAGED HEALTH SECTOR $TQQQ 35.5%/35% 3X LEVERAGED US LARGE GROWTH $GLDM 9.9%/10% GOLD $EDV 9.1%/10% LONG BONDS $JPST 9.0%/10% ULTRA SHORT BONDS Rebalance when a position becomes ±15% off from its target allocation: - Dividend 7.25 TQQQ – 3/27/24 - Dividend 6.02 CURE – 3/26/24 - Dividend 2.24 JPST – 3/6/24 - Dividend 2.29 JPST – 2/6/24 - Distributed $1000 profit. Sold 58.12 GLDM, 434.45 CURE, 426.30 TQQQ, JPST 62.76, EDV 15.67. 1/22/24 - Purchase 28.73 of TQQQ – 1/3/24 - Dividends 27.40 12/28/23 – 1/3/24 - Changed allocation to 35/35/10/10/10 & rebalanced 12/20/23 - Buy TQQQ 28.73 1/3/24 - JPST Dividend 4.04 12/6/23 - Distributed profits 187.92 11/27/23 - BIV closed position, distribute 32.92 11/27/23 - BIV Dividend 0.10 11/6/23 - JPST Dividend 4.04 11/6/23 - Buy BIV 31.91 10/6/23 - EDV Dividend 8.15 10/5/23 - JPST Dividend 3.87 10/5/23 - TQQQ Dividend 5.16 9/27/23

User Image SemiRetiredBlueCollarGuy Posted - 6 months ago

Experimental Portfolio #2 update Up +5.88% this week 3/22/24 Current holdings: $UPRO 90.7%/90% 3X LEVERAGED US LARGE BLEND (S&P 500) $JPST 9.2%/10% ULTRA SHORT-TERM BONDS (CASH) Rebalance when cash position becomes ±20% off its designated allocation - Dividend 2.27 JPST. 3/6/24 - Deposit $200. Buy 187.39 of UPRO, 12.63 of JPST. 2/28/24 - Distributed $1000 profit. Sold 7.36 of JPST & 987.88 of UPRO. 2/23/24 - Dividend 2.30 JPST 2/6/24 - Dividend 2.49 JPST 1/3/24 - First trades. Buy 4770.00 of SPY & 530.00 of JPST. 12/20/23