2020/06/01

Real-time Portfolio



2020/05/31

For May 2020, my account return is 4.8.1% vs. 4.8% of benchmark SPY. 

For year 2020, my account return is -1.1% vs. -4.9% of benchmark SPY. 

Since inception 06/30/2017, my account return is 31.0% vs. 31.9% of benchmark SPY and monthly maximum drawdown is -13.5% vs. -19.4% of SPY.

2020/04/30

For April 2020, my account return is 9.1% vs. 12.7% of benchmark SPY. 

For year 2020, my account return is -5.6% vs. -9.2% of benchmark SPY. 

Since inception 06/30/2017, my account return is 24.9% vs. 26.2% of benchmark SPY and monthly maximum drawdown is -13.5% vs. -19.4% of SPY.

2020/03/31

For March 2020, my account return is -9.2% vs. -12.5% of benchmark SPY. 

For year 2020, my account return is -13.5% vs. -19.4% of benchmark SPY. 

Since inception 06/30/2017, my account return is 14.5% vs. 12.7% of benchmark SPY and monthly maximum drawdown is -13.5% vs. -19.4% of SPY.

Dividends in December:
SPY: $1.406/share

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.