Stash Invest: My Portfolio Weekly Recap (2017-06-24)

Hello and welcome to my weekly Stash Invest recap where I will go over how my portfolio has been affected through the market week. If you are unfamiliar with Stash Invest, it is an app that allows you to invest with as little as $5 using fractional shares so even someone who doesn't have much money can get started. I plan to make a lot more posts about Stash - which I think is an excellent beginner's tool to help get into investing - so follow me to learn a lot more about it.

Week Open

Last week saw some minimal up and down movement. I’ve kept my investments to a minimum waiting to see what the market would do. Let’s see how this week performed.

Day One

There was an almost immediate increase of my return that slowly crept upwards throughout the day, ending on a nice number only five dollars from my previous record. If I can’t get the market crash I’ve been waiting for, I’ll take higher returns. Of course, these are bound to be short term right?

Day Two

Right indeed! This was only the second time my portfolio has taken a hit this bad in a single day, and at least the last time it happened I was able to invest more heavily in some of my top-performing funds. This time around was more a slight hit to each investment, with some of them taking a Mayweather like punch to the face. Ouch ouch ouch. Sadly, the ones that took the largest hit were my wireless telecom and clean energy funds which always fluctuate and provide many opportunities to invest in.

Day Three

No Data. This is what I say any day I forget archive the closing totals. I might as well say it here too because the day virtually did nothing. Moving on to Thursday...

Day Four

Ok, well, this day didn’t do much more, though it did at least continue an upward trend I suppose.

Day Five

After a minor crash through the week, you would think I would have been able to pump up the portfolio totals but I am playing it cautious and didn’t want to just dump massive money into funds that are already my highest totals. I put $20 in here or there and I suppose that was enough to appease the investing gods, as each fund showed modest improvement and my portfolio was able to recover its losses on the week.

This screener slows percentage returns over time and the funds Rsf, or Relative Strength Factor. I will delve into this more in a future article, but the idea behind this metric is to compare one fund with all other funds. It is scored on a scale from 0 to 100, 100 being the best. This, of course, is only comparing current performance, not overall and obviously isn’t the only factor to measure when considering an investment.

Looking Forward
I will finally be able to post some overviews of the funds I am currently invested in, starting next week, so look for a slightly longer post next week. Dividends should be pouring in this week too so I may do a recap of that instead. Or both! I’ll assume it will be too long for people to finish but, meh, whatever. I’m also going to get into some investing jargon to explain a variety of terms. If you want to learn more about Stash Investing, check out this old article. I plan to redo it and continue the series soon.