February 2018 Portfolio Performance Report for US market -0.44% YTD +73.31% Overall

US market had a rather bad February. Dow Jones posted 2 days of 1000 points drop to a low of 23860 on 9th Feb. From the peak on 26th Jan to the trough on 9th Feb, it was a decline of a 2756 points, equivalent to a 10% drop, pushing the indices into correction territory for a moment. The key reason is rising interest rates with the benchmark 10 years Treasury yield reaching 2.95%.

My US portfolio outperformed the S&P500 this month, posting a minute loss of 0.06% while S&P500 and Dow Jones posted losses of 3.89% and 4.28% respectively. After the system posted several red flags since 20th Jan (check out this post about the system issuing several warnings), it has unloaded most of the stocks in the portfolio since then. This has protected the portfolio from the impending market drop. Hence the minute loss. The YTD return is -0.44%, slightly in the red.

Total return since inception (from June 2016) is maintaining at 73.31%.

2 of the 3 stocks currently in the portfolio are still maintaining a strong gain amidst the struggling market. Currently the portfolio is hoarding about 65% cash. There is still a potential risk of further downtrend in the market. For the moment, the system deems keeping more cash is king.

Total Return since inception (June 2016)
+73.31% (34.12% for SPY)
Total Return YTD
-0.44% (1.79% for SPY)
+45.85 (2017) +19.35% (2016)

Monthly Returns

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