For the month of July 2018, my account return is 1.7% vs. 3.7% of benchmark SPY. 


Switch QQQ and IWF to IWM at open today to mitigate risk of pending trade war. IWM is much more domestic oriented.

Sell 120 shares of QQQ (PowerShares QQQ ETFat $173.4.
Sell 160 shares of IWF (iShares Russell 1000 Growth ETFat $144.65.
Buy 304 shares of IWM (iShares Russell 2000 ETF) at 164.76.