May 2022 results for Sharesight Portfolio (SP500+Alpha)
Portfolio holdings for May: XLE, VTV, XLI, XLU, XLV, XLP, XLY, XLC
Portfolio return: 2.02%
Benchmark return: 1.11%
SP500 return: 0.23%
Portfolio return-Benchmark return = 0.91%
June 2022 results for Sharesight Portfolio (SP500+Alpha)
Portfolio holdings for June: XLE, VTV, XLI, XLU, XLV, XLP, XLY, XLC
Portfolio return: -7.88%
Benchmark return: -8.70%
SP500 return: -8.18%
Portfolio return-Benchmark return = 0.82%
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July 2022 results for Sharesight Portfolio (SP500+Alpha)
Portfolio holdings for June: XLE, VTV, XLI, XLU, XLV, XLP, XLY, XLC
Portfolio return: 7.06%
Benchmark return: 8.06%
SP500 return: 9.21%
Portfolio return-Benchmark return = -1.00%
August 2022 results for Sharesight Portfolio (SP500+Alpha)
Portfolio holdings can be viewed by providing email address.
Portfolio return: -3.51%
Benchmark return: -2.96%
SP500 return: -4.08%
Portfolio return-Benchmark return = -0.55%
September 2022 results for Sharesight Portfolio (SP500+Alpha)
Portfolio holdings can be viewed by providing email address.
Portfolio return: -9.19%
Benchmark return: -9.46%
SP500 return: -9.21%
Portfolio return-Benchmark return = 0.27%
October 2022 results for Sharesight Portfolio (SP500+Alpha)
Portfolio holdings can be viewed by providing email address.
Portfolio return: 8.35%
Benchmark return: 8.34%
SP500 return: 8.13%
Portfolio return-Benchmark return = 0.01%
November 2022 results for Sharesight Portfolio (SP500+Alpha)
Portfolio holdings can be viewed by providing email address.
Portfolio return: 4.59%
Benchmark return: 6.09%
SP500 return: 5.49%
Portfolio return-Benchmark return = -1.50%
December 2022 results for Sharesight Portfolio (SPY+Alpha)
Portfolio holdings can be viewed by providing email address.
Portfolio return: -4.04%
Benchmark return: -4.81%
SPY return: 6.15%
Portfolio return-Benchmark return = 0.77%
January 2023 results for Sharesight Portfolio (SPY+Alpha)
Portfolio holdings can be viewed by providing email address.
Portfolio return: 7.91%
Benchmark return: 6.05%
SPY return: 6.29%
Portfolio return-Benchmark return = 1.86%
February 2023 results for Sharesight Portfolio (SPY+Alpha)
Portfolio holdings can be viewed by providing email address.
Portfolio return: -2.46%
Benchmark return: -3.34%
SPY return: -2.51%
Portfolio return-Benchmark return = 0.88%
March 2023 results for Sharesight Portfolio (SPY+Alpha)
Portfolio holdings can be viewed by providing email address.
Portfolio return: 1.64%
Benchmark return: 2.04%
SPY return: 3.71%
Portfolio return-Benchmark return = -0.40%
Information Ratio for last 3 years: 0.88
April 2023 results for Sharesight Portfolio (SPY+Alpha)
Portfolio holdings can be viewed by providing email address.
Portfolio return: 0.69%
Benchmark return: 1.49%
SPY return: 1.59%
Portfolio return-Benchmark return = -0.80%
May 2023 results for Sharesight Portfolio (SPY+Alpha)
Portfolio return: -0.14%
Benchmark return: -2.71%
SPY return: 0.46%
Portfolio return-Benchmark return = 2.57%
June 2023 results for Portfolio
Portfolio return: 7.54%
Benchmark return: 6.64%
SPY return: 6.48%
Portfolio return-Benchmark return = 0.90%
July 2023 results for Portfolio
Portfolio return: 3.29%
Benchmark return: 3.32%
SPY return: 3.27%
Portfolio return-Benchmark return = -0.03%
August 2023 results for Portfolio
Portfolio return: -2.26%
Benchmark return: -2.27%
SPY return: -1.63%
Portfolio return-Benchmark return = 0.01%
September 2023 results for Portfolio
Portfolio return: -4.38%
Benchmark return: -4.27%
SPY return: -4.74%
Portfolio return-Benchmark return = -0.11%
October 2023 results for Portfolio
Portfolio return: -3.24%
Benchmark return: -2.48%
SPY return: -2.17%
Portfolio return-Benchmark return = -0.76%
November 2023 results for Portfolio
Portfolio return: 9.11%
Benchmark return: 7.84%
SPY return: 9.13%
Portfolio return-Benchmark return = 1.27%
Hey Lew,
could you send me your portfolio via Email? I would like to analyze it a bit. Is this possible via private message? I just registered here in the forum and could not find this function looking at your profile.
Thanks a lot!