Active Account: $7,793.08
Total Return: -3.19%
Est Monthly Income: $18.17
Trading: $3,269.71
Total Return: -11.40%
Stock
SWY: -5.93%
Cash: $2,906.53
Investing: $4,398.00
Total Return: 4.77%
Stock
AFL: +5.17%
HAS: +20.87%
SPLS: +24.98%
STX: +41.43%
BDC
PSEC: -6.90%
TCPC: +1.27%
Energy
WHZ: -21.40%
REITs
ARCP: +7.56%
OHI: +23.42%
Gold
GLDI: Waiting for better view on dividend rate
Bonds
BLV: -4.68%
JNK: -1.46%
PCY: -7.43%
Cash: $1,128.29
ETF Account: $7,958.63
Total Return: -0.52%
Est Monthly Income: $14.15
US Stock
SPY: +10.05%
XLV: +14.13%
VNQ: +3.91%
International Stock
EWZ: -10.50%
PXR: -12.40%
Gold
GLDI: Waiting for better view on dividend rate
Bonds
BLV: -4.61%
JNK: -1.81%
PCY: -7.31%
Cash
Cash: $3,599.84
Permanent Portfolio: $7,865.07
Total Return: -1.69%
Est Monthly Withdraw Rate (4% rule): $23.86
Listed by weighting
SPY: 24.91%
GLD: 20.43%
TLT: 23.29%
Cash: 31.37%
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.
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