Monthly Sector SPDR Performance - May 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 May,
The Millennial Trader SPDR portfolio ended the month up 2.09%
The S&P 500 ETF (SPY) ended the month up 5.05%
Monthly Sector SPDR Performance - April 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 April,
The Millennial Trader SPDR portfolio ended the month down 2.82%
The S&P 500 ETF (SPY) ended the month down 4.03%
Monthly Sector SPDR Performance - March 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 March (inclusive of dividends),
The Millennial Trader SPDR portfolio ended the month up 3.12%
The S&P 500 ETF (SPY) ended the month up 3.25%
Monthly Sector SPDR Performance - February 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 February,
The Millennial Trader SPDR portfolio ended the month up 4.20%
The S&P 500 ETF (SPY) ended the month up 5.22%
Monthly Sector SPDR Performance - January 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 January,
The Millennial Trader SPDR portfolio ended the month up 1.70%
The S&P 500 ETF (SPY) ended the month up 1.59%