Category: Indices

January 2, 2018

End of Year Summary 2017

Filed under: Account Summary,Finance,Indices - 02 Jan 2018

Bullish investors made a killing in 2017 and I made a decent gain (when not comparing myself to the benchmarks), but I didn’t keep my focus on trading last year as I wrapped up my divorce and dealt with my mom’s death. I highly recommend avoiding a divorce and losing a parent in the same year. Even though I get along great with my ex-wife and it was time for my mom’s suffering from cancer to end, the emotional toll …



October 7, 2017

SPY Chart Forecasts a Drop

Filed under: Finance,Indices,Stock Charts - 07 Oct 2017

The chart below shows the daily prices for the past year on SPY, the SPDR ETF that tracks the S&P 500 Index, after closing the week at $254.37, on October 6, 2017.

SPY has had an incredibly boring and strong 12 months, recording one of the lowest periods of volatility in the history …



September 1, 2017

End of the Month Summary – August 2017

Filed under: Account Summary,Finance,Indices - 01 Sep 2017

I pulled out a slight gain in August. The Dow only gained 0.26% and the S&P 500 only edged up 0.05%. I took some risk off as my August options expired and haven’t replaced everything yet. I missed a good opportunity after the short-lived scare from North Korea’s missile launch over Japan and now don’t feel overly bullish enough to take a big risk. I need to sell some out of the money puts at a minimum to keep some …



July 8, 2017

SPY Chart – July 7, 2017

Filed under: Finance,Indices,Stock Charts - 08 Jul 2017

The chart below shows the daily prices for the past three months on SPY, the SPDR ETF that tracks the S&P 500 Index, after closing the week at $242.11, on July 7, 2017.

SPY retreated 2.0% from its intraday high of $245.01 set on June 9 before having a slight recovery and then dropping …



July 3, 2017

End of the Month Summary – June 2017

Filed under: Account Summary,Finance,Indices - 03 Jul 2017

I eked out another small gain this past month. June wasn’t a stellar month for the S&P 500, but it gained 0.48%, which is good after the gains of the first five months. I finally got closer to being fully invested and have some decent gains I could make by the end of July and August. That potential could be spoiled by ADI or could be improved upon by my QQQ ratio spread. At least I’m fully engaged again and …



June 1, 2017

End of the Month Summary – May 2017

Filed under: Account Summary,Finance,Indices - 01 Jun 2017

I pulled out another small gain in May and the broken record continues as I lament being under-invested still. On a positive note, I finally filed for divorce last month and it’ll be final in two weeks from today. I’ve held back on some of my personal investing as I’ve been distracted with filing paperwork, but it’ll be over soon and I plan to be able to refocus. While I still believe we should get a correction this summer, I’m …



May 1, 2017

End of the Month Summary – April 2017

Filed under: Account Summary,Finance,Indices - 01 May 2017

My account had another month of gains, but I was still far under-invested and missed out on what could’ve been more. Maybe I’ll get off the sidelines a little more on the next dip. I missed a good opportunity while the VIX moved higher a couple of weeks ago, but keep waiting for a bigger drop.

I ended April with a Net Liquidation Value (NLV) of $100,970.02 and a Net Asset Value (NAV) of $100,996.36 according to Interactive Brokers (IB) after finishing March with …



April 8, 2017

SPY Chart – April 7, 2017

Filed under: Finance,Indices,Stock Charts - 08 Apr 2017

The chart below shows the daily prices for the past six months on SPY, the SPDR ETF that tracks the S&P 500 Index, after closing the week at $235.20, on April 7, 2017.

The S&P 500 has edged lower since peaking at the beginning of March, but the chart shows it hasn’t rolled over yet. …



April 3, 2017

End of the Month Summary – March 2017

Filed under: Account Summary,Finance,Indices - 03 Apr 2017

My account gained a little more in March, but I took it easy overall due to other events in my life. My soon-to-be ex-wife and I sorted out everything and engaged an attorney to write it up for us. Now, we’re in the proofing stage and will file soon, which will open up more investing time for me. I also just got back from a week in Cuba with friends on Saturday. I highly recommend going if you can handle …



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