Sunday, 5 July 2020

US ETF Portfolio Update - June 2020

Hello everyone,

As the US market closes for the weekend one day earlier to commemorate Independence Day, I thought I will do an  update on the US ETF Portfolio that I started last month. With a better than expected jobs report out on Thursday, the portfolio saw some nice gains overall. Also, I decided to increase the proportion of VOO in the portfolio and hence bought another share of it at the same price.

ETFQuantityTotal CostMarket Value
VOO2562.00573.62
VHT1195.00195.65
XLP4239.16237.12
XLK2196.00210.54
ARKK3199.27224.82
Total1391.431441.75
Gain3.62%

Only the consumer staples (XLP) is seeing a slight red. XLP, XLK and VOO also paid dividends in the month of June. I did not take into account the dividends into my calculation as my focus for this portfolio is not dividends. I am happy with the overall performance of this portfolio, with an unrealised 3.62% gain in just a month. I look to average my cost price down should the market see a slight pullback. 

Till then,
P

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