2019/01/04

Buy 600 shares of IAU (iShares Gold Trust) at $12.28.

2019/01/02

Sell 663 shares of SHY (iShares 20+ Year Treasury Bond ETF) at $83.61.
Buy 908 shares of IAU (iShares Gold Trust) at $12.28.

2019/01/01

Happy New Year!

For December 2018, my account return is 0.5% vs. -8.8% of benchmark SPY. 
For Year 2018, my account return is 3.2% vs. -4.6% of benchmark SPY. 
Since inception 06/30/2017, my account return is 11.4% vs. 6.5% of benchmark SPY.

Received following dividends in December:
SHY: $0.142/share and 0.119/share.

SPY: $1.435/share

2018/11/30

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.