I felt it would be good to track the returns of my portfolios regularly since they fluctuate frequently depending on the stock market.
Here are the movements for this month. This is the first time I noticed that in terms of simple returns, my BCIP(STI ETF) portfolio gives better returns than the SPY/VUSD portfolio. This is because I have held the BCIP(STI ETF) portfolio for a longer time.
Movement for the Robo-Advisors:
Additionally, I think it will be interesting to see the breakdown of my portfolios in percentages (below).
Market trends from the last 30 days:
The main event is the signing of the US-Iran war peace deal
- MOU signed June 19 in Geneva, but it's a framework, not the final deal
- 60 days to negotiate the permanent settlement (nuclear program, sanctions, IAEA/UNSC resolutions)
- Hormuz reopens immediately (pending mine clearance)
- Iran reaffirms no nuclear weapons under NPT; broader nuclear program still unresolved
- ~$24B in frozen Iranian funds unfrozen, half upfront
- Lebanon ceasefire included, but Israel isn't withdrawing from southern Lebanon
- Already a dispute brewing over whether US must release funds before next talks begin
- Already there are talks of US hardliners and Israel's dissatisfaction to the deal
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