Week 97 and Rebalancing

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

The numbers below are from Sunday so they will be off from what the spreadsheets show today.


Active Account: $7,283.43
Total Return: -3.53%
Est Monthly Income: $16.35

Trading: $3,408.54
Total Return: -10.30%
Stock
     NOK: -20.77%
Cash: $3,208.46

Investing: $3,874.89
Total Return: 3.31%
Stock
     AFL: -1.76%
     HAS: +19.40%
     SPLS: +11.74%
     STX: +20.03%
     PSEC: -2.24%
Energy
     WHZ: -12.48%
REITs
     ARCP: +3.6%
     OHI: +15.61%
Gold
     IAU: Sold. Looking into GLDI as replacement
Bonds
     BLV: -1.85%
     JNK: -0.17%
     PCY: -4.58%
Cash: $946.7

ETF Account: $7,534.85
Total Return: -0.20%
Est Monthly Income: $14.15
US Stock
     SPY: +5.54%
     XLV: +8.94%
     VNQ: +3.58%
International Stock
     EWZ: -4.15%
     PXR: -6.83%
Gold
     IAU: Sold. Looking into GLDI as replacement
Bonds
     BLV: -1.78%
     JNK: -0.53%
     PCY: -4.46%
Cash
     Cash: $3,135.85

Permanent Portfolio: $7,567.41
Total Return: 0.23%
Est Monthly Withdraw Rate (4% rule): $22.97
Listed by weighting
     SPY: 24.82%
     GLD: 24.49%
     TLT: 24.9%
     Cash: 25.78%


Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.