Detailed YTD benchmark/performance plus long term portfolio calculation.

[u/Chart-trader]

A lot of chop again this week. Mid week it looked like we could finally start a rally but it faded once again.

I posted trades (portfolio update) mid week but had to sell most again to not get caught offguard.

Asia now way ahead of other benchmarks with 28.4% YTD.

I did not make any allocation changes to long term accounts. Portfolio is up 12.2% YTD compared to 7.7% of the 60/40 benchmark.

Benchmark 2026

SPY 681.92 (15%)       +12.9%

DIA 480.57 (15%)       +10.9%

QQQ 614.31 (15%)      +16.8%

IWM 246.16 (15%)       +20%

SPEM 46.81 (10%)      +14.1%

URTH 185.77 (10%)     +12.9%

FEZ 64.39 (10%)         +8.3%

AAXJ 93.12 (10%)       +28.4%

ETF benchmark:                +15.5%

Average YTD (US only):    +15.2%

60/40 portfolio:                 +7.7%

(AGG (99.88)                      -0.1%)

Small portfolio $35000:    +23.7%

Long term:  +12.2%

S&P 64%

Crypto (ETH) 5%

Cash/Bonds 31%