Real-time Portfolio

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.

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.

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

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.

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.

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

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.

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.

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. 

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

For August 2019, my account return is 4.6% vs. -1.7% of benchmark SPY. 
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.

Buy 1240 shares of RSX (VanEck Vectors Russia ETF) at 22.02.

For July 2019, my account return is 0.1% vs. 1.5% of benchmark SPY. 
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.

For June 2019, my account return is 5.6% vs. 7.0% of benchmark SPY. 
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.

Dividends in June:

SPY: $1.432/share

For May 2019, my account return is 0.4% vs. -6.4% of benchmark SPY. 
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.

Sell 310 shares of EPP (iShares MSCI Pacific ex Japan ETF) at $47.15.

For April 2019, my account return is -0.7% vs. 4.1% of benchmark SPY. 
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.

Sell 375 shares of ILF (iShares Latin America 40 ETF) at $33.60.

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