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TrendLizard's Trading Record
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Assumptions:
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1$3,000 invested in each trade (rounded to a whole number of shares)
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2Commissions have been reduced to $0 (previously $8 on entry and exit) in line with current market conditions
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3Monthly returns determined by comparing money gained each month to money invested each month
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Trading Statistics (as of 6/23/2021):
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# of gains: 116
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# of losses: 95202120202019201820172016201520142013
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TrendLizard's Win/Loss Ratio:5/78/83/811/107/911/1014/1927/1630/8
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Win/Loss Ratio:56%TrendLizard's Average Gain: 17.15%12.91%12.65%12.61%9.55%7.45%12.23%8.49%7.78%
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Average Gain (after commissions):
10.2%TrendLizard's Average Loss: -6.97%-2.98%-3.77%-2.56%-4.15%-3.15%-4.84%-4.43%-2.88%
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Average Loss (after commissions):
3.4%TrendLizard's Yearly Returns: 54.12%33.34%21.00%9.42%35.80%14.46%7.26%38.75%51.28%
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S&P 500's Yearly Return %: 13.29%16.26%28.88%-4.38%19.42%9.53%-0.70%11.13%27.00%
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2021
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MonthEntry DateTrade Action# shares (for $3k investment)ETF
Entry Price
Initial Investment (w/ $0 commission)Exit DateExit ActionExit PriceRevenue from Exit (w/ $0 commission)Gain/Loss $Gain/Loss %Our Monthly Return (%)
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June 2021Buy90GBTC$33.10$2,979.006/22/2021Sell$28.00$2,520.00-$459.00-15.41%
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Buy18GLD$168.00$3,024.006/21/21Sell$165.00$2,970.00-$54.00-1.79%
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Buy90IYZ$32.50$2,925.006/21/21Sell$32.75$2,947.50$22.500.77%
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$8,928.00-$490.50-5.49%
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May 20214/27/2021Buy65GBTC$46.50$3,022.505/11/21Sell$41.25$2,681.25-$341.25-11.29%
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3/30/2021Buy18XLY$167.00$3,006.005/11/21Sell$167.00$3,006.00$0.000.00%
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3/10/2021Buy10QQQ$315.00$3,150.005/10/21Sell$320.00$3,200.00$50.001.59%
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$9,178.50-$291.25-3.17%
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April 202111/9/2020Buy105USO$28.60$3,003.004/5/21Sell$40.00$4,200.00$1,197.0039.86%39.86%
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March 20212/2/2021Buy275UNG$10.90$2,997.503/14/21Sell$9.75$2,681.25-$316.25-10.55%
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Buy19IBB$155.00$2,945.003/4/21Sell$150.00$2,850.00-$95.00-3.23%
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Buy35IYR$86.00$3,010.003/4/21Sell$84.50$2,957.50-$52.50-1.74%
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Buy103IYZ$29.00$2,987.003/4/21Sell$30.50$3,141.50$154.505.17%
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$11,939.50-$309.25-2.59%
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February 202111/17/2020Buy94EWZ$32.00$3,008.002/22/21Sell$34.75$3,266.50$258.508.59%
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2/8/2021Buy95ICLN$31.50$2,992.502/15/21Sell$30.00$2,850.00-$142.50-4.76%
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$6,000.50$116.001.93%
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January 20216/2/20Buy155EPI$19.40$3,007.001/29/2021Sell$28.50$4,417.50$1,410.5046.91%46.91%
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TrendLizard's 2021 Returns54.12%
S&P 500's 2021 Return
13.29%
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2020
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MonthEntry DateTrade Action# shares (for $3k investment)ETF
Entry Price
Initial Investment (w/ $0 commission)Exit DateExit ActionExit PriceRevenue from Exit (w/ $0 commission)Gain/Loss $Gain/Loss %Our Monthly Return (%)
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December 2020Buy140RSX$21.45$3,003.00OpenOpen$24.15$3,381.00$378.0012.59%12.59%
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November 2020
no closed trades
0.00%
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October 2020
no closed trades
0.00%
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September 20209/2/2020Buy8SPY$353.00$2,824.009/21/2020Sell$330.00$2,640.00$184.00-6.51%
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5/26/2020Buy42FXC$71.50$3,003.009/25/2020Sell$73.50$3,087.00$87.002.80%
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9/14/2020Buy22IBB$134.00$2,948.009/25/2020Sell$130.00$2,860.00$88.00-3.00%-
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$8,775.00-$185.00-2.11%
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August 20206/23/2020Buy18GLD$166.00$2,988.008/24/2020Sell$183.00$3,294.00$306.0010.24%
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6/24/2020Buy21IBB$140.00$2,940.008/24/2020Sell$131.00$2,751.00$189.00-6.42%
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$5,928.00$117.001.97%
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July 2020
no closed trades
0.00%
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June 20205/5/2020Buy145USO$20.75$3,008.756/11/2020Sell $26.00$3,770.00$761.2525.30%
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6/1/2020Buy50XLP$59.50$2,975.006/11/2020Sell $58.50$2,925.00$50.00-1.68%
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5/26/2020Buy109IYZ$27.50$2,997.506/16/2020Sell $27.10$2,953.90$43.60-1.45%
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$8,981.25$667.65
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7.43%
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May 20204/6/2020Buy12SPY$260.00$3,120.005/13/2020Sell$282.00$3,384.00$264.008.46%
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4/7/2020Buy125VEU$24.00$3,000.005/6/2020Sell$24.85$3,106.25$106.253.54%
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$6,120.00$370.256.05%
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April 2020
no closed trades
0.00%
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March 2020
no closed trades
0.00%
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February 202011/5/2019Buy58VEU$52.00$3,016.002/25/2020Sell$50.50$2,929.00$87.00-2.88%
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12/12/2019Buy9SPY$317.00$2,853.002/26/2020Sell$303.00$2,727.00$73.00-2.56%
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12/20/2019Buy188SLV$16.00$3,008.002/27/2020Sell$16.65$3,130.20$122.204.06%
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1/29/2020Buy286GBTC$10.50$3,003.002/26/2020Sell$10.25$2,931.50$71.50-2.38%
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$11,880.00-$109.30-0.92%
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January 202011/1/2019Buy 28IBB$108.00$3,024.001/7/2020Sold$117.00$3,276.00$252.008.33%8.33%
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TrendLizard's 2020 Return33.34%
S&P 500's 2020 Return
16.26%
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2019
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MonthEntry DateTrade Action# shares (for $3k investment)ETF
Entry Price
Initial Investment (w/ $8 commission)Exit DateExit ActionExit PriceRevenue from Exit (w/ $8 commission)Gain/Loss $Gain/Loss %Our Monthly Return (%)
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December 20191/8/2019Buy 12SPY$257.00$3,084.0012/31/2019Sold$321.86$3,862.32$778.3225.00%25.24%
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November 20192/8/2016Bought119UUP$25.17$2,995.0011/30/2020Sold$26.12$3,108.28$113.283.78%3.78%
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October 20199/11/2019Bought60VEU$20.25$3,015.0010/1/2019Sold$48.75$2,925.00$90.002.98%
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9/10/2019Bought107XLF$28.00$2,996.0010/3/2019Sold$27.10$2,900.00$96.003.20%
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$6,011.00$186.00-3.09%
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September 2019
no closed trades
0.00%
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August 2019
no closed trades
0.00%
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July 20197/1/2019Bought92EWU$32.50$2,990.007/26/2019Sold$31.90$2,935.00$65.002.00%-2.00%
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June 2019
no closed trades
0.00%
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May 20191/8/2019Bought12SPY$257.00$3,092.005/9/2019Sold$282.00$3,376.00$284.009.18%
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4/17/2018Bought67EEM$44.75$2,998.255/7/2019Sold$43.00$2,881.00$117.253.91%
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4/10/2019Bought138RSX$21.65$2,995.705/9/2019Sold$21.00$2,898.00$97.703.26%
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$9,085.95$69.052.01%
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April 2019
no closed trades
0.00%
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March 20192/27/2019Bought26IBB$114.00$2,972.003/7/2019Sold$109.00$2,826.00$146.004.91%
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2/25/2019Bought55EWJ$55.00$3,033.003/7/2019Sold$53.50$2,942.50$90.502.98%
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1/9/2019Bought70EWZ$42.60$2,990.003/28/2019Sold$39.75$2,782.50$207.506.94%
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$8,995.00$444.00-4.94%
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February 2019
no closed trades
0.00%
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January 2019
no closed trades
0.00%
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TrendLizard's 2019 Returns21.00%
S&P 500's 2019 Return
28.88%
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2018
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MonthEntry DateTrade Action# shares (for $3k investment)ETF
Entry Price
Initial Investment (w/ $8 commission)Exit DateExit ActionExit PriceRevenue from Exit (w/ $8 commission)Gain/Loss $Gain/Loss %Our Monthly Return (%)
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December 201811/29/2018Bought11SPY$275.00$3,033.0012/6/2018Sold$269.50$2,956.50$76.502.52%-2.52%
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November 201811/1/2018Bought11SPY$273.00$3,011.0011/15/2018Sold$267.50$2,934.50$76.502.54%
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11/2/2018Bought62VEU$48.50$3,015.0011/20/2018Sold$47.25$2,937.50$77.502.57%
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$6,026.00$154.00-2.55%