Portfolio Builder Growth & Income Platform (Stocks, Bonds, Options, Gold & Digital Money) - portfoliobuilder.8@gmail.com
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PortfolioValueReturn% AssetsDepositProfit
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Equities Portfolio #1 (M/W/F)
$558,81211.8%39.07%$500,000$58,812
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Equities Portfolio #2 (Tues)
$171,80514.5%12.01%$150,000$21,805
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Metals/Crypto (Buy & Hold)
$136,11536.1%9.52%$100,000$36,115
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Bond Portfolio (Thur)$563,58212.7%39.40%$500,000$63,582
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Total$1,430,31314.43%100.00%$1,250,000$180,313
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Total Return All Strategies Combined
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JanFebMarchAprilMayJuneJulyAugustSeptOctNovDecYTD
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20180.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%1.2%1.2%
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20192.2%1.7%2.7%1.2%2.2%3.2%-1.0%0.8%0.2%0.3%-0.5%0.0%12.98%
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20200.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.00%
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20210.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.00%
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20220.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.00%
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20230.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.00%
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SPY Monday/Wed/Friday Equites Portfolio #1
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JanFebMarchAprilMayJuneJulyAugustSeptOctNovDecYTD
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20180.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.6%0.6%
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20193.0%2.6%1.5%0.0%-1.2%3.4%-1.1%0.9%-0.9%1.0%1.6%0.0%11.2%
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20200.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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20210.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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20220.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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20230.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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Equities Portfolio #2 (Tues)
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JanFebMarchAprilMayJuneJulyAugustSeptOctNovDecYTD
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20180.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%-4.3%-4.3%
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20197.7%3.6%3.9%1.5%-1.3%6.0%-1.3%0.5%-6.2%4.0%0.6%0.0%19.7%
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20200.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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20210.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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20220.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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20230.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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Metals/Crypto (Buy & Hold)
Note: This portfolio has grown position size from 2.5% to 5% to 10% over past months
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JanFebMarchAprilMayJuneJulyAugustSeptOctNovDecSUM
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20180.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%27.1%27.1%
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2019-12.4%21.8%10.6%26.3%60.1%9.6%-11.8%-5.7%-2.2%0.0%-2.1%0.0%66.5%
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20200.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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20210.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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20220.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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20230.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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Bond Portfolio (Thur)
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JanFebMarchAprilMayJuneJulyAugustSeptOctNovDecYTD
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20180.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%2.2%2.2%
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20190.8%-0.8%3.1%0.5%1.7%0.9%1.3%2.7%3.8%-1.4%-2.5%0.0%10.3%
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20200.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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20210.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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20220.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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20230.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
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Total
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Start/End BalanceJanFebMarchAprilMayJuneJulyAugust
September
October
November
December
YTD
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2018 Start$0$0$0$0$0$0$0$0$0$0$0$1,175,000$1,175,000
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2018 End$0$0$0$0$0$0$0$0$0$0$0$1,188,774$1,188,774
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2019 Start$1,188,774$1,214,753$1,235,953$1,269,791$1,284,952$1,338,550$1,381,559$1,417,146$1,429,087$1,431,283$1,437,988$0$1,238,774
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2019 End$1,214,753$1,235,953$1,269,791$1,284,952$1,313,550$1,381,559$1,367,146$1,429,087$1,431,283$1,434,988$1,430,313$0$1,430,313
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2020 Start$0$0$0$0$0$0$0$0$0$0$0$0$0
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2020 End$0$0$0$0$0$0$0$0$0$0$0$0$0
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2021 Start$0$0$0$0$0$0$0$0$0$0$0$0$0
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2021 End$0$0$0$0$0$0$0$0$0$0$0$0$0
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