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 🙂
Updated
Symbol
Sector
1 Month
Rank
Monthly investment
31-03-25
XLE
Energy
3.45%
1
200
31-03-25
XLU
Utilities
0.26%
2
180
31-03-25
XLP
Consumer Staples
-1.15%
3
150
31-03-25
XLV
Health Care
-1.69%
4
120
31-03-25
XLRE
Real Estate
-2.42%
5
100
31-03-25
XLB
Materials
-2.73%
6
80
31-03-25
XLI
Industrials
-3.60%
7
70
31-03-25
XLF
Financials
-4.21%
8
40
31-03-25
XLC
Communication Services
-5.19%
9
30
31-03-25
XLY
Consumer Discretionary
-8.31%
10
20
31-03-25
XLK
Technology
-8.33%
11
10
Based on above table, I will proceed with buying the ETFs with the amounts listed in the Monthly investment column.
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:
Updated
Symbol
Sector
1 Month
Rank
Monthly investment
28-02-25
XLP
Consumer Staples
5.08%
1
200
28-02-25
XLRE
Real Estate
4.22%
2
180
28-02-25
XLE
Energy
3.79%
3
150
28-02-25
XLU
Utilities
1.68%
4
120
28-02-25
XLV
Health Care
1.48%
5
100
28-02-25
XLF
Financials
1.41%
6
80
28-02-25
XLB
Materials
-0.02%
7
70
28-02-25
XLC
Communication Services
-0.37%
8
40
28-02-25
XLI
Industrials
-1.44%
9
30
28-02-25
XLK
Technology
-2.26%
10
20
28-02-25
XLY
Consumer Discretionary
-7.02%
11
10
Based on above table, I will proceed with buying the ETFs with the amounts listed in the Monthly investment column.
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:
Symbol
Quantity
Cost Price
Cost Basis
Close Price
Value
Unrealized P/L
XLB
0.1706
89.67
15.30
89.26
15.23
(0.07)
XLC
1.3821
99.38
137.35
103.37
142.87
5.52
XLE
0.3273
93.48
30.59
91.24
29.86
(0.73)
XLF
2.1001
50.98
107.06
51.54
108.24
1.18
XLI
0.429
142.67
61.21
138.61
59.46
(1.75)
XLK
0.6323
241.20
152.51
236.33
149.43
(3.08)
XLP
1.5725
77.72
122.21
80.61
126.76
4.55
XLRE
1.1019
41.66
45.90
42.26
46.57
0.67
XLU
0.9634
79.42
76.51
79.39
76.48
(0.03)
XLV
0.6372
144.08
91.81
146.03
93.05
1.24
XLY
0.7251
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:
Symbol
Sector
Last Month
Rank
Ratio of grand total
Monthly investment
XLK
Technology
-0.70%
1
-1.74%
(17.39)
XLP
Consumer Staples
0.55%
2
1.37%
13.66
XLRE
Real Estate
1.83%
3
4.55%
45.45
XLE
Energy
2.39%
4
5.94%
59.36
XLU
Utilities
2.92%
5
7.25%
72.53
XLY
Consumer Discretionary
3.54%
6
8.79%
87.93
XLI
Industrials
5.02%
7
12.47%
124.69
XLB
Materials
5.58%
8
13.86%
138.60
XLC
Communication Services
5.82%
9
14.46%
144.56
XLF
Financials
6.54%
10
16.24%
162.44
XLV
Health Care
6.77%
11
16.82%
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.