2020/03/01

Real-time Portfolio



2020/02/29

For February 2020, my account return is -6.3% vs. -7.9% of benchmark SPY. 

For year 2020, my account return is -4.8% vs. -8.0% of benchmark SPY. 

Since inception 06/30/2017, my account return is 26.1% vs. 28.0% of benchmark SPY and monthly maximum drawdown is -6.3% vs. -8.8% of SPY.

2020/01/31

For January 2020, my account return is 1.6% vs. 0.0% of benchmark SPY. 

Since inception 06/30/2017, my account return is 34.6% vs. 38.6% of benchmark SPY and monthly maximum drawdown is -5.9% vs. -8.8% of SPY.

2019/12/31

Happy New Year!

For December 2019, my account return is 6.2% vs. 3.2% of benchmark SPY. 

For Year 2019, my account return is 18.8% vs. 31.2% of benchmark SPY and monthly maximum drawdown is -2.0% vs. -6.4% of SPY.

Since inception 06/30/2017, my account return is 32.4% vs. 38.6% of benchmark SPY and monthly maximum drawdown is -5.9% vs. -8.8% of SPY.

Dividends in December:
RSX: $1.42/share
SPY: $1.57/share

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