2019/12/01

Real-time Portfolio



2019/11/30

For November 2019, my account return is -1.4% vs. 3.6% of benchmark SPY. 
Since inception 06/30/2017, my account return is 24.7% vs. 34.8% of benchmark SPY and monthly maximum drawdown is -5.9% vs. -8.8% of SPY.

2019/10/31

For October 2019, my account return is 4.0% vs. 2.2% of benchmark SPY. 
Since inception 06/30/2017, my account return is 26.5% vs. 30.3% of benchmark SPY and monthly maximum drawdown is -5.9% vs. -8.8% of SPY.

2019/10/15

Since E*trade offers zero-commission trades, I closed my positions in Wells Fargo and open the same positions in E*trade to consolidate my accounts. 

Sold 2308 shares of IAU (iShares Gold Trust) at $14.16 and bought the same number of shares at the same price through E*trade. 

Sold 1240 shares of RSX (VanEck Vectors Russia ETF) at 22.73 and bought the same number of shares at the same price through E*trade. 

2019/09/30

For September 2019, my account return is -0.6% vs. 1.9% of benchmark SPY. 
Since inception 06/30/2017, my account return is 21.7% vs. 27.6% of benchmark SPY and monthly maximum drawdown is -5.9% vs. -8.8% of SPY.

Dividends in September:

SPY: $1.384/share

2019/08/31

For August 2019, my account return is 4.6% vs. -1.7% of benchmark SPY. 
Since inception 06/30/2017, my account return is 22.4% vs. 25.2% of benchmark SPY and monthly maximum drawdown is -5.9% vs. -8.8% of SPY.

2019/08/23

2019/07/31

For July 2019, my account return is 0.1% vs. 1.5% of benchmark SPY. 
Since inception 06/30/2017, my account return is 17.1% vs. 27.3% of benchmark SPY and monthly maximum drawdown is -5.9% vs. -8.8% of SPY.