On March 31st, 2021, we closed our ETF Sector Portfolio for Quarter 1. Shown below are results of the ETF Sector Portfolio since inception. The 5 Funds (SPY, IWM, QQQ, SLV, and EEM) were Sold on the Close March 31st. On April 1st, 2021, 20 % of the account value will be allocated into the new funds. The ETF portfolio for Quarter 2 will consist of EEM, IWM, SLV, XLE and XLF.
is this a scan you do on Stockcharts?
Hello,
If referring to the Bar chart, no its not. This is a scan of chart we create on our website using amChart api. You can see other charts for Swing Trading performance. https://abovethegreenline.com/swing-trading-performance/
Steve
No information for the values on the y-axis on the chart are provided. What was the Q1 2021 Capital Gain?
Hello,
If you navigate to the ETF sector portfolio – https://abovethegreenline.com/etf-sector-portfolio/ – and place your cursor over the bar charts the capital gains, etc are displayed. Also, the ETF Performance summary shows the Opening and Closing values along with the capital gain / loss. At the end of the Q1 2021, the Capital Gain for the ETF sector was $16,871.
When will you post which ETF to purchase? It’s July 1.
The info is here, Hugo: https://abovethegreenline.com/etf-sector-portfolio/
Thank you for writing!
The 2021 Q2 rebalance information was posted to the ETF sector blog.