Small portfolio lost 0.5% this week (because the Russell 2000 lost) and stands at +39.9% YTD
Big portfolio stands at +36.8% YTD
S&P 500 at +18.9 YTD
Benchmark (including international investments)
SPY 3756 (15%) 18.9% DIA 30606 (15%) 16% QQQ 12888 (15%) 17.4% IWM 1974 (15%) 12.5% SPEM 42.16 (10%) 2.3% URTH 112.41 (10%) 16.9% FEZ 41.72 (10%) 15.8% AAXJ 89.61 (10%) -2.3%
Average YTD: +13% +0.4%
Russell 2000 still with a buy signal but weakening!
Relevant charts can be seen at r/Beat_the_benchmark
5 new options were bought Monday and a leveraged ETF on biotech was bought yesterday.
The goal of the portfolio is to beat the benchmark every year plus to make a profit every year yet reducing the maximum drawdown. Technical analysis is used for swing trade entries and exits.
Key components are Index ETFs and REITs that are never sold (about 60%). The rest of the portfolio uses individual stocks, leveraged ETFs, options to beat the benchmark.
The goal of the performance is to always stay in the top 200 of US mutual fund managers.
Submitted August 14, 2021 at 10:46AM by Chart-trader https://ift.tt/3m2rbfe
