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New Feature - Portfolio

Eric D. Brown
2017-01-04
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Over the weekend, we added an interactive "Portfolio" to the website. The portfolio is the same as what is shared in the Daily Report but now is available for users to view on the website (a screenshot is shown in Figure 1 below) .

[caption id="attachment_1092" align="aligncenter" width="650"]sentimenTrader portfolio Figure 1: Portfolio Screenshot (Jan 4 2017)[/caption]

The Portfolio lists the current weighting within each position as well as any miscellaneous positions. Additionally, users can click each position to view a history of weighting for that position.

You can find the portfolio here.

About the portfolio:

The Portfolio is a real-money portfolio for Jason Goepfert. It is structured as an IRA and is supplementary to other investments in real estate and private businesses. The account is meant as a store of savings, and not a trading vehicle to maximize gains. This is not meant as a recommendation to buy or sell any security. It is by no means intended to represent an ideal or recommended portfolio for anyone other than the author. It can change directions heavily depending on short-term volatility, and does not reflect a buy-and-hold 60/40 portfolio recommended for most long-term investors. The purpose is to simply show "skin in the game". Changes in the Portfolio will be reflected the day they are instituted, without notice. Positions taken are typically in highly liquid markets with a primary focus on ETFs and index options contracts

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Risk Disclosure: Futures and forex trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardizing ones’ financial security or life style. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.

Hypothetical Performance Disclosure: Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk of actual trading. for example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all which can adversely affect trading results.

Testimonial Disclosure: Testimonials appearing on this website may not be representative of other clients or customers and is not a guarantee of future performance or success.