Another +5% month for me, about the
same as SPY, grade B-.
I got burned by hot running stocks AAPL TSLA and others.
Still, keeping up with the market isn’t all bad considering how
much dry powder I am keeping. The yearly number is still a grim -43%
because of the margin call cascade of losses in March.
Here
are some year to date etf numbers
SLV
+55.2% silver
QQQ +32.6% Nasdaq100 US mostly tech
GLD
+27.4% gold
TLT +22.7% 20 year Treasury bond etf
SPY
+5.5% S&P 500 US large cap
EEM -4.7% Emerging Markets
equity
IWM -6.8% Russell 2000 US small cap
My trading
account -43.1%. Silver leaps to the front. Nasdaq continues to lead
equities. The Russell and emerging markets are still down for the
year. Gold and bonds have had a nice year.
I made a
humorous prediction of SPY topping at 420 in early 2021. As always,
predictions are mostly for entertainment.
