Tag: BullMarket

  • “Trade the Trend” Strategy – November 2025 update

    “Trade the Trend” Strategy – November 2025 update

    If you’re new to this post, please check the first post to know what this is about.

    Sector SPDR ETFs page was updated with October data, so it’s time to update our numbers and buy more participations to the ETFs.

    This is how the portfolio looks like as of October 8th close:

    Based on the manual monthly investment ranking process, these are the investment amounts I’ll be placing orders for this month.

    UpdatedSymbolSector1 MonthRankMonthly investment
    10-Nov-25XLKTechnology6.58%1                                  200.00
    10-Nov-25XLVHealth Care3.57%2                                  180.00
    10-Nov-25XLUUtilities2.10%3                                  150.00
    10-Nov-25XLIIndustrials0.47%4                                  120.00
    10-Nov-25XLYConsumer Discretionary0.08%5                                  100.00
    10-Nov-25XLEEnergy-1.39%6                                     80.00
    10-Nov-25XLPConsumer Staples-2.68%7                                     70.00
    10-Nov-25XLFFinancials-2.84%8                                     40.00
    10-Nov-25XLCCommunication Services-3.02%9                                     30.00
    10-Nov-25XLREReal Estate-3.02%10                                     20.00
    10-Nov-25XLBMaterials-4.48%11                                     10.00

  • “Trade the Trend” Strategy – October 2025 update

    “Trade the Trend” Strategy – October 2025 update

    If you’re new to this post, please check the first post to know what this is about.

    Sector SPDR ETFs page was updated with September data, so it’s time to update our numbers and buy more participations to the ETFs.

    This is how the portfolio looks like as of October 8th close:

    Based on the manual monthly investment ranking process, these are the investment amounts I’ll be placing orders for this month.

    UpdatedSymbolSector1 MonthRankMonthly investment
    8-Oct-25XLKTechnology7.62%1                                  200.00
    8-Oct-25XLCCommunication Services6.69%2                                  180.00
    8-Oct-25XLUUtilities4.13%3                                  150.00
    8-Oct-25XLYConsumer Discretionary3.62%4                                  120.00
    8-Oct-25XLIIndustrials1.94%5                                  100.00
    8-Oct-25XLVHealth Care1.78%6                                     80.00
    8-Oct-25XLREReal Estate0.41%7                                     70.00
    8-Oct-25XLFFinancials0.14%8                                     40.00
    8-Oct-25XLEEnergy-0.27%9                                     30.00
    8-Oct-25XLPConsumer Staples-2.27%10                                     20.00
    8-Oct-25XLBMaterials-2.36%11                                     10.00

  • “Trade the Trend” Strategy – September 2025 update

    “Trade the Trend” Strategy – September 2025 update

    If you’re new to this post, please check the first post to know what this is about.

    Sector SPDR ETFs page was updated with August data, so it’s time to update our numbers and buy more participations to the ETFs.

    This is how the portfolio looks like as of September 11th close:

    Based on the manual monthly investment ranking process, these are the investment amounts I’ll be placing orders for this month.

    UpdatedSymbolSector1 MonthRankMonthly investment
    12-Sep-25XLVHealth Care5.37%1200
    12-Sep-25XLBMaterials5.16%2180
    12-Sep-25XLYConsumer Discretionary4.65%3150
    12-Sep-25XLCCommunication Services3.65%4120
    12-Sep-25XLEEnergy3.61%5100
    12-Sep-25XLFFinancials3.11%680
    12-Sep-25XLREReal Estate2.17%770
    12-Sep-25XLPConsumer Staples1.23%840
    12-Sep-25XLIIndustrials0.00%930
    12-Sep-25XLKTechnology-0.03%1020
    12-Sep-25XLUUtilities-1.59%1110

  • “Trade the Trend” Strategy – August 2025 update

    “Trade the Trend” Strategy – August 2025 update

    If you’re new to this post, please check the first post to know what this is about.

    Sector SPDR ETFs page was updated with July data, so it’s time to update our numbers and buy more participations to the ETFs.

    This is how the portfolio looks like as of August 12th close:

    Based on the manual monthly investment ranking process, these are the investment amounts I’ll be placing orders for this month.

    UpdatedSymbolSector1 MonthRank 1 MonthMonthly investment
    13-Jul-2531-07-25Utilities4.93%1                                  200.00
    13-Jul-2531-07-25Technology3.63%2180.00
    13-Jul-2531-07-25Industrials3.00%3                                  150.00
    13-Jul-2531-07-25Energy2.80%4                                  120.00
    13-Jul-2531-07-25Consumer Discretionary1.85%5100.00
    13-Jul-2531-07-25Financials-0.05%6                                     80.00
    13-Jul-2531-07-25Materials-0.09%7                                     70.00
    13-Jul-2531-07-25Real Estate-0.10%840.00
    13-Jul-2531-07-25Communication Services-1.01%9                                     30.00
    13-Jul-2531-07-25Consumer Staples-1.49%10                                     20.00
    13-Jul-2531-07-25Health Care-3.26%11                                     10.00

  • “Trade the Trend” Strategy – July 2025 update

    “Trade the Trend” Strategy – July 2025 update

    If you’re new to this post, please check the first post to know what this is about.

    Sector SPDR ETFs page was updated with June data, so it’s time to update our numbers and buy more participations to the ETFs.

    This is how the portfolio looks like as of July 9th close:

    Based on the manual monthly investment ranking process, these are the investment amounts I’ll be placing orders for this month.

    UpdatedSymbolSector1 MonthRank 1 MonthMonthly investment
    30-06-25XLKTechnology9.70%1                                  200.00
    30-06-25XLCCommunication Services7.12%2                                  180.00
    30-06-25XLEEnergy4.42%3                                  150.00
    30-06-25XLIIndustrials3.44%4                                  120.00
    30-06-25XLFFinancials3.04%5                                  100.00
    30-06-25XLBMaterials2.00%680.00
    30-06-25XLVHealth Care1.85%7                                     70.00
    30-06-25XLYConsumer Discretionary1.70%8                                     40.00
    30-06-25XLUUtilities0.03%9                                     30.00
    30-06-25XLREReal Estate-0.21%10                                     20.00
    30-06-25XLPConsumer Staples-1.87%11                                     10.00


  • “Trade the Trend” Strategy – June 2025 update

    “Trade the Trend” Strategy – June 2025 update

    If you’re new to this post, please check the first post to know what this is about.

    Sector SPDR ETFs page was updated with May data, so it’s time to update our numbers and buy more participations to the ETFs.

    This is how the portfolio looks like as of June 9th close:

    Based on the manual monthly investment ranking process, these are the investment amounts I’ll be placing orders for this month.

    UpdatedSymbolSector1 MonthRankMonthly investment
    31-05-25XLKTechnology9.92%1                                  200.00
    31-05-25XLIIndustrials8.82%2                                  180.00
    31-05-25XLYConsumer Discretionary8.48%3                                  150.00
    31-05-25XLCCommunication Services6.20%4                                  120.00
    31-05-25XLFFinancials4.42%5                                  100.00
    31-05-25XLUUtilities3.88%6                                     80.00
    31-05-25XLBMaterials2.85%7                                     70.00
    31-05-25XLEEnergy1.38%8                                     40.00
    31-05-25XLPConsumer Staples1.22%9                                     30.00
    31-05-25XLREReal Estate0.98%10                                     20.00
    31-05-25XLVHealth Care-5.54%11                                     10.00


  • “Trade the Trend” Strategy – May 2025 update

    “Trade the Trend” Strategy – May 2025 update

    If you’re new to this post, please check the first post to know what this is about.

    Sector SPDR ETFs page was updated with April data, so it’s time to update our numbers and buy more participations to the ETFs.

    This is how the portfolio looks like as of May 9th close:

    Based on the manual monthly investment ranking process, these are the investment amounts I’ll be placing orders for this month.

    UpdatedSymbolSector1 MonthRank 1 MonthMonthly investment
    30-04-25XLKTechnology1.82%1                                  200.00
    30-04-25XLPConsumer Staples0.28%2                                  180.00
    30-04-25XLIIndustrials0.19%3                                  150.00
    30-04-25XLUUtilities0.09%4                                  120.00
    30-04-25XLYConsumer Discretionary-0.08%5                                  100.00
    30-04-25XLCCommunication Services-0.95%6                                     80.00
    30-04-25XLREReal Estate-1.21%7                                     70.00
    30-04-25XLFFinancials-2.08%8                                     40.00
    30-04-25XLBMaterials-2.33%9                                     30.00
    30-04-25XLVHealth Care-3.71%10                                     20.00
    30-04-25XLEEnergy-13.83%11                                     10.00


  • “Trade the Trend” Strategy – April 2025 update

    “Trade the Trend” Strategy – April 2025 update

    If you’re new to this post, please check the first post to know what this is about.

    Sector SPDR ETFs page was updated with March data, so it’s time to update our numbers and buy more participations to the ETFs.

    Since last update, here is how the portfolio looks like as of April 10th close (don’t forget about Trump’s tariffs messing up the markets lately 🙂 ):

    Following the process of the manual monthly investment based on rank, here is how the SPDR ETFs looked like at the end of March 2025 and the monthly investment amount I will put orders for.

    During this interesting tariffs-time, all but Energy and Utilities sectors were negative. This is a good time to buy 🙂

    UpdatedSymbolSector1 MonthRankMonthly investment
    31-03-25XLEEnergy3.45%1200
    31-03-25XLUUtilities0.26%2180
    31-03-25XLPConsumer Staples-1.15%3150
    31-03-25XLVHealth Care-1.69%4120
    31-03-25XLREReal Estate-2.42%5100
    31-03-25XLBMaterials-2.73%680
    31-03-25XLIIndustrials-3.60%770
    31-03-25XLFFinancials-4.21%840
    31-03-25XLCCommunication Services-5.19%930
    31-03-25XLYConsumer Discretionary-8.31%1020
    31-03-25XLKTechnology-8.33%1110

    Based on above table, I will proceed with buying the ETFs with the amounts listed in the Monthly investment column.


  • “Trade the Trend” Strategy – March 2025 update

    “Trade the Trend” Strategy – March 2025 update

    If you’re new to this post, please check the first post to know what this is about.

    Sector SPDR ETFs page was updated with February data, so it’s time to update our numbers and buy more participations to the ETFs.

    Since last update, here is how the portfolio looks like as of yesterday’s close:

    I’ve been thinking on how to distribute the weight better and found no automatic way to calculate the weight based on positive and negative returns. So, I decided to simplify this to the maximum by assigning a specific amount to each “rank”.

    The company with the highest return in the previous month is ranked as 1st, the next one is 2nd and so on. Afterwards, the monthly investment amount is manually assigned as below:

    UpdatedSymbolSector1 MonthRankMonthly investment
    28-02-25XLPConsumer Staples5.08%1200
    28-02-25XLREReal Estate4.22%2180
    28-02-25XLEEnergy3.79%3150
    28-02-25XLUUtilities1.68%4120
    28-02-25XLVHealth Care1.48%5100
    28-02-25XLFFinancials1.41%680
    28-02-25XLBMaterials-0.02%770
    28-02-25XLCCommunication Services-0.37%840
    28-02-25XLIIndustrials-1.44%930
    28-02-25XLKTechnology-2.26%1020
    28-02-25XLYConsumer Discretionary-7.02%1110

    Based on above table, I will proceed with buying the ETFs with the amounts listed in the Monthly investment column.


  • “Trade the Trend” Strategy – February 2025 update

    “Trade the Trend” Strategy – February 2025 update

    If you’re new to this post, please check the first post to know what this is about.

    Since Sector SPDR ETFs page was updated with January data, let’s update our numbers and buy more participations to our ETFs.

    Since last update, here is how the portfolio looks like today:

    SymbolQuantityCost PriceCost BasisClose PriceValueUnrealized P/L
    XLB0.1706              89.67              15.30           89.26              15.23                  (0.07)
    XLC1.3821              99.38            137.35         103.37            142.87                     5.52
    XLE0.3273              93.48              30.59           91.24              29.86                  (0.73)
    XLF2.1001              50.98            107.06           51.54            108.24                     1.18
    XLI0.429            142.67              61.21         138.61              59.46                  (1.75)
    XLK0.6323            241.20            152.51         236.33            149.43                  (3.08)
    XLP1.5725              77.72            122.21           80.61            126.76                     4.55
    XLRE1.1019              41.66              45.90           42.26              46.57                     0.67
    XLU0.9634              79.42              76.51           79.39              76.48                  (0.03)
    XLV0.6372            144.08              91.81         146.03              93.05                     1.24
    XLY0.7251            231.21            167.65         223.78            162.26                  (5.39)
    TOTAL        1,008.10        1,010.21                     2.11

    I’ve made some changes to how I calculate the weight from a grand total. I still don’t like how it works, especially when there are negative and positive numbers. Until I will have an idea about this, I will just do nothing with the ETFs that are in negative in the previous month.

    So here is January 2025 data for SPDR ETFs and the $1,000 investment into the 11 sectors that I will do now:

    SymbolSectorLast MonthRankRatio of grand totalMonthly investment
    XLKTechnology-0.70%1-1.74%(17.39)
    XLPConsumer Staples0.55%21.37%13.66
    XLREReal Estate1.83%34.55%45.45
    XLEEnergy2.39%45.94%59.36
    XLUUtilities2.92%57.25%72.53
    XLYConsumer Discretionary3.54%68.79%87.93
    XLIIndustrials5.02%712.47%124.69
    XLBMaterials5.58%813.86%138.60
    XLCCommunication Services5.82%914.46%144.56
    XLFFinancials6.54%1016.24%162.44
    XLVHealth Care6.77%1116.82%168.16

    Remember, Technology will have no investment this month. Need to come up with a better idea on how to calculate the weight of each sector, even when some of them are in negative. If you have any ideas, please drop a comment.