that I have cumulatively deposited into my trading fund in 07-22-24, I’ve traded
14
times in
71 days
Current Profit & Loss
-$203.18
, or
-10.16%
on the cumulative investment
Lifetime Deposits into the account
$2,000.00
| Lifetime Withdrawals into the account
$500.00
Current Trading Account
$1,296.82
, or
388.57%
on the original investment
If the cash was deployed into the S&P 500 ($SPY) instead, I would have
0.48
shares of $SPY at a current value of
$260.47
representing a gain/loss of
-$4.96
, or
-1.87
% on the original investment
On July 22, 2024 $SPY closed at
$554.65
a share and is currently valued at
$544.29
*Adjusted Portfolio - This percentage return accounts for the total profit gain on the portfolio / lifetime deposits. Note that it does not reflect the current trading account. I wanted to reflect the current portfolio, front and center, but wanted to adjust for payouts and still show an honest assessment of the growth of the account over the lifetime of the challenge.
To view the Actual current trading account value:
Current Portfolio Gain / Loss
The current Real lifetime portfolio gain / loss is
-35.2%
.
This number reflects the current trading account value against lifetime deposits, whereas the Adjusted Portfolio gain / loss does not take withdrawals into account
View Every Single Trade:
Charting it out!
Account Withdrawals & Deposits
My Strategy:
August 2024 Compound Plan
1
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