HTO: Up in a down week
My HTO portfolio was up 0.16 for the week while the index* was down 0.34.
For the month I'm beating the index by 1.86, +4.55% to +2.69.
The volatility lead me to be more active than I expected to be this week, selling RDS.B and IDCC and buying SWY, ADUS and ARII.
*For my index I am using a weighted average of VT and VTI with the weighting based on the # of foreign stocks I am holding (currently 2/3 VTI and 1/3 VT).
Holdings: SWY, ADUS, ARII, MPC, SYMC, CLRO, OTTR, HSNGY, DTEGY, SRT, NRF, BKMU, CRD-B, CLMT, AHS, TLSNY, LCI, UBSH, PFLT, CCUR, PTP, PJC, CFI, TSBK, ROCK, FIBK, CYOU, AGESY, SMP, FFCH, WHR