Performance 4/21/20

In the past few weeks, I have been experimenting with different ways of showing my account performance. The idea is to give an honest view of managing a small trading account. Once a month I deposit $150 into my account, the thought process I have each month is not to lose more than $150 a month, it has forced me to be a lot more judicious with how often and the types of trades I make. I am purposely using a small trading account, if a trader can not responsibly manage a small account, using more capital will not change poor performance results.

7 Day - 2.10%
Change - 35.88

MTD + 14.34% 
Change + $365.66

YTD + 90.79%
Change + $1,328.86

Beginning Value $349.78
Ending Value $1,678.64
Change + $1,328.86


Active Portfolio Management

Evaluating Investment Performance

To assess how well your investments are doing, you'll need to consider several different ways of measuring performance. The measures you choose will depend on the information you're looking for and the types of investments you own. Learn more.

Asset Allocation

Asset allocation is a useful tool to manage systematic risk because different categories of investments respond to changing economic and political conditions in different ways. Learn more.

Diversifying Your Portfolio

When you diversify, you aim to manage your risk by spreading out your investments. You can diversify both within and among different asset classes. Learn more.

Rebalancing Your Portfolio

As market performance alters the values of your asset classes, you may find that your asset allocation no longer provides the balance of growth and return that you want. In that case, you may want to consider rebalancing your portfolio. Learn more.