Weekly Rebalance
Still sticking with Interactive Brokers Portfolio Builder, in an effort to save on commission cost, I have experimented this monthly with rebalancing as opposed to weekly. One month of testing is not much data to make an educated assumption of how well this strategy is working, however, the month of March was lackluster. I will be going back to weekly rebalancing the portfolio as I was doing in 2020.
Account Portfolio |
March 31, 2021 |
| Financial Instrument Description | Exchange | Position | Unsettled Position | Market Value | Market Price | Average Price | Unrealized P&L | Realized P&L | Liquidate Last | Delta Dollars |
|---|---|---|---|---|---|---|---|---|---|---|
| AAPL | NASDAQ | 3 | 366 | 122.01 | 125.44 | -10 | 0 | No | 366 | |
| BABA | NYSE | 1 | 227 | 226.65 | 241.37 | -15 | 0 | No | 227 | |
| JNJ | NYSE | 1 | 164 | 164.12 | 161.04 | 3 | 0 | No | 164 | |
| JPM | NYSE | 1 | 152 | 152.15 | 150.71 | 1 | 0 | No | 152 | |
| MSFT | NASDAQ | 1 | 237 | 237.06 | 237.99 | -1 | 0 | No | 237 | |
| V | NYSE | 1 | 212 | 212.17 | 217.14 | -5 | 0 | No | 212 | |
| WFC | NYSE | 1 | 39 | 38.94 | 40.067 | -1 | 0 | No | 39 | |
| WMT | NYSE | 1 | 136 | 135.82 | 133.09 | 3 | 0 | No | 136 | |
| AIG | NYSE | 0 | 0 | 46.225 | 0.00 | 0 | 0 | No | 0 | |
| BAC | NYSE | 0 | 0 | 38.65 | 0.00 | 0 | 0 | No | 0 | |
| BK | NYSE | 0 | 0 | 47.25 | 0.00 | 0 | 0 | No | 0 | |
| BSX | NYSE | 0 | 0 | 38.73 | 0.00 | 0 | 0 | No | 0 | |
| CFG | NYSE | 0 | 0 | 44.163 | 0.00 | 0 | 0 | No | 0 | |
| CTVA | NYSE | 0 | 0 | 46.632 | 0.00 | 0 | 0 | No | 0 | |
| NLSN | NYSE | 0 | 0 | 25.159 | 0.00 | 0 | 0 | No | 0 | |
| NWS | NASDAQ | 0 | 0 | 23.46 | 0.00 | 0 | 0 | No | 0 | |
| PEAK | NYSE | 0 | 0 | 31.755 | 0.00 | 0 | 0 | No | 0 | |
| T | NYSE | 0 | 0 | 30.29 | 0.00 | 0 | 0 | No | 0 | |
| UA | NYSE | 0 | 0 | 18.42 | 0.00 | 0 | 0 | No | 0 | |
| VNT | NYSE | 0 | 0 | 30.273 | 0.00 | 0 | 0 | No | 0 | |
| VTRS | NASDAQ | 0 | 0 | 14.00 | 0.00 | 0 | 0 | No | 0 | |
| WRK | NYSE | 0 | 0 | 52.035 | 0.00 | 0 | 0 | No | 0 | |
| AAMC | AMEX | 0 | 0 | 19.195 | 0.00 | 0 | 0 | No | 0 | |
| TSM | NYSE | 0 | 0 | 117.77 | 0.00 | 0 | 0 | No | 0 | |
| BDL | AMEX | -4 | -94 | 23.623 | 23.762 | 1 | 0 | No | -94 | |
| WVFC | NASDAQ | -6 | -95 | 15.87 | 15.005 | -5 | 0 | No | -95 | |
| KEQU | NASDAQ | -7 | -86 | 12.337 | 12.493 | 1 | 0 | No | -86 | |
| PATI | NASDAQ | -9 | -99 | 11.048 | 10.285 | -7 | 0 | No | -99 | |
| CSPI | NASDAQ | -11 | -97 | 8.817 | 8.563 | -3 | 0 | No | -97 | |
| MXC | AMEX | -11 | -95 | 8.618 | 8.197 | -5 | 0 | No | -95 | |
| UUU | AMEX | -13 | -87 | 6.718 | 7.14 | 5 | 0 | No | -87 | |
| RMCF | NASDAQ | -18 | -96 | 5.327 | 5.187 | -3 | 0 | No | -96 | |
| TRT | AMEX | -18 | -80 | 4.468 | 5.246 | 14 | 0 | No | -80 |
Source: http://www.trincafe.com/2021/03/portfolio-builder-rebalance.html
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