tag:blogger.com,1999:blog-38993368485420333202024-02-19T02:15:56.254-08:00ETFRS.comInvest in ETF with Relative StrengthUnknownnoreply@blogger.comBlogger83125tag:blogger.com,1999:blog-3899336848542033320.post-64770556936685344262020-11-16T11:32:00.000-08:002020-11-16T11:32:40.806-08:00Real-time Portfolio<div dir="ltr" style="text-align: left;" trbidi="on">
<iframe frameborder="0" height="500" src="https://docs.google.com/spreadsheets/d/1zC3rTzXbfRFlK2zR18NJlx9lmZsX5pzya-1xmo5_swk/pubhtml?gid=38&single=true&widget=true&headers=false" width="750"></iframe><br />
<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
</div>
</div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-80395200567164710862020-05-31T21:12:00.004-07:002020-05-31T21:12:44.289-07:00<span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;">For May 2020, my account return is 4.8.1% vs. 4.8% of benchmark SPY. </span><br />
<div class="post-body entry-content" id="post-body-5415188269225971891" itemprop="articleBody" style="background-color: white; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px; line-height: 1.4; position: relative; width: 728px;">
<span style="font-family: arial, helvetica, sans-serif;"><br /></span><span style="font-family: arial, helvetica, sans-serif;">For year 2020, </span><span style="font-family: arial, helvetica, sans-serif; font-size: 14.85px;">my account return is -1.1% vs. -4.9% of benchmark SPY. </span><br /><div>
<br /></div>
<span style="font-family: arial, tahoma, helvetica, freesans, sans-serif; font-size: 14.85px;"></span><span style="font-family: arial, helvetica, sans-serif; font-size: 14.85px;">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.</span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-70730275925676594272020-04-30T21:08:00.000-07:002020-05-31T21:08:45.435-07:00<span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;">For April 2020, my account return is 9.1% vs. 12.7% of benchmark SPY. </span><br />
<div class="post-body entry-content" id="post-body-5415188269225971891" itemprop="articleBody" style="background-color: white; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px; line-height: 1.4; position: relative; width: 728px;">
<span style="font-family: arial, helvetica, sans-serif;"><br /></span><span style="font-family: arial, helvetica, sans-serif;">For year 2020, </span><span style="font-family: arial, helvetica, sans-serif; font-size: 14.85px;">my account return is -5.6% vs. -9.2% of benchmark SPY. </span><br /><div>
<br /></div>
<span style="font-family: arial, tahoma, helvetica, freesans, sans-serif; font-size: 14.85px;"></span><span style="font-family: arial, helvetica, sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">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.</span></span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-39946671015227889432020-03-31T20:58:00.000-07:002020-05-31T20:59:58.929-07:00<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">For March 2020, my account return is -9.2% vs. -12.5% of benchmark SPY. </span><br />
<div class="post-body entry-content" id="post-body-5415188269225971891" itemprop="articleBody" style="-webkit-text-stroke-width: 0px; background-color: white; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; line-height: 1.4; orphans: 2; position: relative; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; width: 728px; word-spacing: 0px;">
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span><span style="font-family: "arial" , "helvetica" , sans-serif;">For year 2020, </span><span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">my account return is -13.5% vs. -19.4% of benchmark SPY. </span><br />
<div>
<br /></div>
<span style="background-color: white; color: #333333; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 14.85px;"></span><span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">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.</span></span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><br /></span></span>
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;">Dividends in December:</span></span></span></span></span><br style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px;" /><span style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-family: arial, helvetica, sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;">SPY: $1.406/share</span></span></span></span></span></span></span><br />
<div style="clear: both;">
</div>
</div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-54151882692259718912020-02-29T17:25:00.000-08:002020-03-01T17:28:45.232-08:00<span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;">For February 2020, my account return is -6.3% vs. -7.9% of benchmark SPY. </span><br />
<span style="font-family: arial, helvetica, sans-serif;"><br /></span>
<span style="font-family: arial, helvetica, sans-serif;">For year 2020, </span><span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;">my account return is -4.8% vs. -8.0% of benchmark SPY. </span><br />
<div>
<br /></div>
<span style="background-color: white; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px;"></span><span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">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.</span></span>Unknownnoreply@blogger.com1tag:blogger.com,1999:blog-3899336848542033320.post-77325989861423629452020-01-31T20:21:00.003-08:002020-01-31T20:22:38.502-08:00<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">For January 2020, my account return is 1.6% vs. 0.0% of benchmark SPY. </span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><br /></span>
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">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.</span></span>Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-6888335765663620552019-12-31T15:20:00.000-08:002019-12-31T15:20:43.059-08:00<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">Happy New Year!</span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><br /></span>
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">For December 2019, my account return is 6.2% vs. 3.2% of benchmark SPY. </span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><br /></span>
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">For Year 2019, my account return is 18.8% vs. 31.2% of benchmark SPY </span><span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">and monthly maximum drawdown is -2.0% vs. -6.4% of SPY.</span><br />
<div>
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><br /></span></div>
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">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.</span></span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><br /></span></span><span style="background-color: white; color: #333333; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 14.85px;"></span><span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;">Dividends in December:</span></span></span></span></span><br />
<span style="background-color: white; color: #333333; font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-family: "arial" , "helvetica" , sans-serif;">RSX: $1.42/share</span><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><br /></span></span></span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 14.85px;"></span><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;">SPY: $1.57/share</span></span></span></span></span>Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-49053918107261814552019-11-30T21:04:00.000-08:002019-12-01T21:06:34.315-08:00<span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;">For November 2019, my account return is -1.4% vs. 3.6% of benchmark SPY. </span><br style="background-color: white; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px;" /><span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">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.</span></span>Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-88770162005618073982019-10-31T21:00:00.000-07:002019-12-01T21:02:17.004-08:00<span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;">For October 2019, my account return is 4.0% vs. 2.2% of benchmark SPY. </span><br style="background-color: white; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px;" /><span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">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.</span></span><br style="background-color: white; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px;" /><span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><br /></span></span>Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-78622066702062199282019-10-15T12:42:00.000-07:002019-11-12T21:51:53.875-08:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">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. </span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><br /></span>
<span style="color: #333333; font-family: "arial" , "helvetica" , sans-serif;"><span style="background-color: white; font-size: 14.85px;">Sold 2308 shares of</span></span><span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"> IAU (iShares Gold Trust) at $14.16 and bought the same number of shares at the same price through E*trade. </span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><br /></span>
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">Sold 1240 shares of RSX</span><span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"> (</span><span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">VanEck Vectors Russia ETF) at 22.73 and</span></span><span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"> </span><span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">bought the same number of shares at the same price through E*trade. </span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><br /></span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-61879737222515724062019-09-30T22:50:00.000-07:002019-10-14T22:53:03.736-07:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">For September 2019, my account return is -0.6% vs. 1.9% of benchmark SPY. </span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">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.</span></span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><br /></span></span>
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;">Dividends in September:</span></span></span><br style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px;" /><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><br /></span></span></span><span style="font-family: arial, tahoma, helvetica, freesans, sans-serif; font-size: 14.85px;"></span><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;">SPY: $1.384/share</span></span></span></span></span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-18446416404607079712019-08-31T22:41:00.000-07:002019-10-14T22:43:31.373-07:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;">For August 2019, my account return is 4.6% vs. -1.7% of benchmark SPY. </span><br style="background-color: white; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px;" /><span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">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.</span></span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-71218199766639067732019-08-23T08:04:00.000-07:002019-08-23T08:04:49.151-07:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;">Buy 1240 shares of RSX (</span><span style="color: #333333; font-family: arial, helvetica, sans-serif;"><span style="font-size: 14.85px;">VanEck Vectors Russia ETF) at 22.02.</span></span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-57121161082805801952019-07-31T07:54:00.000-07:002019-10-14T22:41:31.297-07:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">For July 2019, my account return is 0.1% vs. 1.5% of benchmark SPY. </span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">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.</span></span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-56409714377076586912019-06-30T22:14:00.000-07:002019-08-23T07:58:55.287-07:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">For June 2019, my account return is 5.6% vs. 7.0% of benchmark SPY. </span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">Since inception 06/30/2017, my account return is 17.0% vs. 25.5% of benchmark SPY and monthly maximum drawdown is -5.9% vs. -8.8% of SPY.</span></span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><br /></span></span>
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;">Dividends in June:</span></span></span><br style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px;" /><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><br /></span></span></span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 14.85px;"></span><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;">SPY: $1.432/share</span></span></span></span></span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-38054038226979517942019-05-31T19:37:00.000-07:002019-06-02T19:37:22.693-07:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;">For May 2019, my account return is 0.4% vs. -6.4% of benchmark SPY. </span><br style="background-color: white; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px;" /><span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">Since inception 06/30/2017, my account return is 12.4% vs. 17.5% of benchmark SPY and monthly maximum drawdown is -5.9% vs. -8.8% of SPY.</span></span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-72408152740334954732019-05-03T23:27:00.000-07:002019-05-05T23:27:46.411-07:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;">Sell </span><span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;">310 shares of EPP (iShares MSCI Pacific ex Japan ETF) at $47.15.</span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-20215704487043927052019-04-30T23:25:00.000-07:002019-05-05T23:26:00.042-07:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;">For April 2019, my account return is -0.7% vs. 4.1% of benchmark SPY. </span><br style="background-color: white; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px;" /><span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">Since inception 06/30/2017, my account return is 11.11% vs. 25.29% of benchmark SPY and monthly maximum drawdown is -5.9% vs. -8.8% of SPY.</span></span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-56084227519585621452019-04-26T22:39:00.001-07:002019-04-26T22:39:02.583-07:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;">Sell 375 shares of ILF (iShares Latin America 40 ETF) at $33.60.</span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-33221517640789698692019-03-31T00:21:00.000-07:002019-03-31T00:28:52.271-07:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">For March 2019, my account return is -1.1% vs. 1.8% of benchmark SPY. </span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">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.</span></span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><br /></span></span>
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;">Dividends in March:</span></span></span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;"><br /></span></span></span>
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;"><span style="font-size: 14.85px;">SPY: $1.233/share</span></span></span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-65917325357889229422019-02-28T23:58:00.000-08:002019-03-09T23:58:46.250-08:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;">For February 2019, my account return is -0.9% vs. 3.2% of benchmark SPY. </span><br style="background-color: white; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px;" /><span style="background-color: white; color: #333333; font-family: arial, helvetica, sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">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.</span></span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-68738450889332035242019-02-25T06:34:00.001-08:002019-02-25T06:34:14.161-08:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white;"><span style="color: #333333; font-family: arial, helvetica, sans-serif;"><span style="font-size: 14.85px;">Buy 310 shares of EPP (iShares MSCI Pacific ex Japan ETF) at $45.74.</span></span></span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-60294895108416837802019-02-19T06:53:00.003-08:002019-02-19T22:52:43.414-08:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">Buy 375 shares of ILF (iShares Latin America 40 ETF) at $34.89.</span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-59072470373071423872019-01-31T11:19:00.000-08:002019-02-03T11:36:34.627-08:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">For January 2019, my account return is 1.4% vs. 8.0% of benchmark SPY. </span><br />
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;"><span style="font-size: 14.85px;">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.</span></span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-3899336848542033320.post-90913453983581597672019-01-22T22:19:00.000-08:002019-01-25T10:08:38.216-08:00<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif; font-size: 14.85px;">Why buy IAU (iShares Gold Trust) instead of GLD (</span><span style="color: #333333; font-family: "arial" , "helvetica" , sans-serif;"><span style="font-size: 14.85px;">SPDR Gold Trust)? </span></span><br />
<span style="color: #333333; font-family: "arial" , "helvetica" , sans-serif;"><span style="font-size: 14.85px;"><br /></span></span>
<span style="color: #333333; font-family: "arial" , "helvetica" , sans-serif;"><span style="font-size: 14.85px;">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.</span></span></div>
Unknownnoreply@blogger.com0