Portfolio up +11.4% YTD

I’ve changed my view for tracking results and have finally been able to catch up with my overdue excel paperwork.  Putting in all of those trades and adjustments was a fair bit of work but I’m done and happy with the results.

Even though I was fairly conservative in the cash I put at risk I was able to generate a cumulative return of +11.4% year to date.  I was down in January and part of Feb then I removed most of my capital from the market to buy another house.  The deal fell through and I re-entered in early March racking up some solid gains.

In order to take a more patient and long term view of my trades (”win the war not the battle”) I’m going to be measuring my trailing 90 days of performance.  This will smooth out my returns and allow for a little predictability (I hope!).  I will figure out some way of updating my quarterly results in a new format.

Thanks to Mr. Haley for the suggestion!

Mojo

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Comments:

  1. Mojo,

    As with all my suggestions and ideas, worth every penny you paid!

    Matt
  2. Maybe even twice that!!
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