Welcome back! And if you’re new here, this is where I share my moves in the stock market. Lately, that’s been primarily stock and ETF buying/investing. I’ve been both a Forex trader and an options trader in the past (and have plans for the future) but after Covid, I had to take a step back.
I didn’t want to remain completely out of the markets, though, so I setup a passive portfolio in the stock-market. And even though I’m not in the exciting ups-and-downs of trading, I still wanted to share my portfolio and it’s results with you.
For this portfolio, I invested in 18 ETFs across various categories — with the goal of having the portfolio rise when the market does; not suffer too badly when the overall market drops (such as the major Indices like the S&P 500, DOW, or NASDAQ), and to hopefully make relatively outsized gains in the future.
As of right now, we’re currently achieving that goal! Read on to see how.
Year-to-Date Performance
Like I mentioned, one of the goals of this portfolio is to not suffer too badly during market down-turns, and that’s exactly where . On the year, while the DOW, S&P 500, and NASDAQ dropped 1%, 4%, and 9.5% respectively, my portfolio dropped less than 1/2 of a percent (0.39% to be exact).
There’s not much to call out here individually, PSCT lost a point, but that’s about it. Here’s how each of them performed:
Monthly Performance
Along with everything else, my stock-market portfolio dropped a decent amount on the month. From the open on March 3rd, to the close on March 31st it lost nearly 4%. It’s still outpacing the major Indices, though as the DOW, S&P 500, and NASDAQ all lost 5%, 6%, and 8%(!) respectively.
PEJ — the leisure and entertainment ETF, and PSCT — the small-cap tech ETF were the worst performers over the month, losing ~0.6% and 0.5%; and the only ETF to not lose money this month was XLE — the energy ETF. Here’s how each fund performed over the last month:
Updates
Given the fact that it’s a new quarter, I’m planning on buying more shares of some of the ETFs, in order to add to the portfolio. Given the dip we’ve seen, I’m able to buy a good amount this time around.
I’m more interested in maintaining the correct ratios in the fund, so that’s what I’m basing these purchases on. I’m not looking at how each ETF is doing individually. So, in order to maintain the ratios, I’m adding more AIQ, IDRV, PEJ, PSCT, PSI, ROBO, VNQ, XLE, XLF, and XLI.
Conclusion
Thanks for reading! How’s your stock portfolio doing right now? Let me know in the comments. And make sure to check back for more updates