For November 2018, my account return is 0.4% vs. 1.9% of benchmark SPY.
Received following dividends in November: SHY: $0.146/share
2018/10/31
For October 2018, my account return is -5.8% vs. -6.9% of benchmark SPY.
2018/10/12
Sell 235 shares of IWF (iShares Russell 1000 Growth ETF) at $146.17. Sell 285 shares of XLK (Technology Select Sector SPDR ETF) at $70.83. Buy 663 shares of SHY (iShares 1-3 Year Treasury Bond ETF) at 82.95. All major market indexes except SP500 had broken down. Get out of equity and buy short-term treasury.
2018/09/30
For September 2018, my account return is 0.6% vs. 0.6% of benchmark SPY. For year to date 2018, my account return is 8.5% vs. 13.2% of benchmark SPY. Since inception 06/30/2017, my account return is 17.2% vs. 22.8% of benchmark SPY. Received following dividends in September: XLK: $0.254/share IWF: $0.436/share SPY: $1.323/share
2018/09/04
Buy 235 shares of IWF (iShares Russell 1000 Growth ETF) at $155.
2018/08/31
Sell 300 shares of TLT (iShares 20+ Year Treasury Bond ETF) at $121.91.
For the month of August 2018, my account return is 2.9% vs. 3.2% of benchmark SPY. My account return is 16.5% vs. 22.1% of benchmark SPY since inception on 06/30/2017.
2018/08/15
Buy 285 shares of XLK (Technology Select Sector SPDR ETF) at $72.72.