Short Portfolio Update
Last week our portfolio gained 0.32%, bringing our monthly performance to 0.14% and our year-to-date return to 1.06%. By comparison, $SPX500 / $SPY (State Street SPDR S&P 500 ETF) gained 1.23% during the week and is now up 10.66% year to date.
I didn't close any positions... Afficher plus Traduction
June Portfolio Update
Although our portfolio gained 1.38% last week, we finished June down 1.18%. After the first week of July, the portfolio is down 0.16%, bringing our year-to-date performance to 0.76%.
By comparison, $SPX500$SPY (State Street SPDR S&P 500 ETF) gained 1.76% last week, finished... Afficher plus Traduction
Short Portfolio Update
Last week our portfolio declined 1.95%, bringing monthly performance to -2.7% and our year-to-date return to -0.62%. By comparison, $SPX500$SPY (State Street SPDR S&P 500 ETF) (State Street SPDR S&P 500 ETF) also declined 1.95% during the week and are now up 7.43% YTD.
During... Afficher plus Traduction
Short Portfolio Update
Last week our portfolio gained 2.99%, bringing monthly performance to -0.78% and our year-to-date return to 1.35%. By comparison, $SPX500$SPY (State Street SPDR S&P 500 ETF) gained 0.93% during the week and are now up 9.68% YTD.
During the week, I reduced our exposure to $RR.L... Afficher plus Traduction
Short Portfolio Update
Last week our portfolio gained 1.15%, bringing monthly performance to -3.59% and our year-to-date result to -1.54%. By comparison, $SPX500 gained 0.65% during the week and is now up 8.56% year to date.
During the week, I closed our position in $JEF (Jefferies Financial Group... Afficher plus Traduction
Short Portfolio Update
Friday's jobs report came in stronger than expected, leading to a sharp market sell-off as investors reduced expectations for interest rate cuts later this year.
During the week, our portfolio declined 4.74%, while the $SPX500 fell 2.59%. This brings our year-to-date performance... Afficher plus Traduction
May Portfolio Update
Last week the portfolio gained 6.13%, finishing the month up 10.08% and bringing our year-to-date performance back into positive territory at +2.15%.
By comparison, $SPX500$SPY (State Street SPDR S&P 500 ETF) gained 1.43% over the week, 5.15% during May, and now sits at +10.73%... Afficher plus Traduction
Weekly Portfolio Update
Last week the portfolio gained 2.09%, bringing monthly performance to 3.81% and year-to-date performance to -3.69%.
By comparison, $SPX500 finished the week 0.88% higher and now sits at +3.67% for the month and +9.17% YTD.
During the week, I made several changes to the portfolio,... Afficher plus Traduction
Short Portfolio Update
We finished last week down 0.57% after Friday’s sell-off, driven by higher US inflation data and rising bond yields, bringing monthly performance to 1.61%.
$SPX$SPY (State Street SPDR S&P 500 ETF) finished the week 0.33% higher and now sit at 2.77% for the month.
Last week... Afficher plus Traduction
Weekly Portfolio Update
Last week the portfolio gained 1.60%, bringing monthly performance to 2.21% and yearly performance to -5.17%.
$SPX500 gained 2.33% for the week and now sits at 7.18% year to date.
On Friday, job data came in better than expected, while previous months’ figures were also revised... Afficher plus Traduction
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