Monthly Sector SPDR Performance - June 2024

Every month, we evaluate our performance against:

  • a 100% fully invested SPDR S&P 500 ETF (SPY) portfolio

WHY? It’s the industry standard to which all portfolio managers, who oversee “big money” are typically benchmarked to. Our objective is to be 100% invested in those Sector SPDR components which have the greatest potential to outperform the SPY and avoid the underperformers.

For the month of June (inclusive of dividends),

  • The Millennial Trader SPDR portfolio ended the month up 3.81%

  • The S&P 500 ETF (SPY) ended the month up 3.52%

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Monthly Sector SPDR Performance - July 2024

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Monthly Sector SPDR Performance - May 2024