2019/03/31

Real-time Portfolio



For March 2019, my account return is -1.1% vs. 1.8% of benchmark SPY. 
Since inception 06/30/2017, my account return is 10.73% vs. 20.51% of benchmark SPY and monthly maximum drawdown is -5.9% vs. -8.8% of SPY.

Dividends in March:

SPY: $1.233/share

2019/02/28

For February 2019, my account return is -0.9% vs. 3.2% of benchmark SPY. 
Since inception 06/30/2017, my account return is 11.92% vs. 16.69% of benchmark SPY and monthly maximum drawdown is -5.9% vs. -8.8% of SPY.

2019/02/25

Buy 310 shares of EPP (iShares MSCI Pacific ex Japan ETF) at $45.74.

2019/02/19

2019/01/31

For January 2019, my account return is 1.4% vs. 8.0% of benchmark SPY. 
Since inception 06/30/2017, my account return is 12.98% vs. 14.87% of benchmark SPY and monthly maximum drawdown is -5.9% vs. -8.8% of SPY.

2019/01/22

Why buy IAU (iShares Gold Trust) instead of GLD (SPDR Gold Trust)? 

IAU is a very similar ETF to GLD in that it tracks physical gold bullion. The advantage is that it has lower expense ratio, which is 0.25% vs. 0.40% for GLD.