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Portfolio Value
โ€”
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Total Invested (Cost)
โ‚ฌ165,730
purchase cost
Unrealised P&L
โ€”
โ€”
Realised Gains
โ‚ฌ23,757
from closed positions
Dividends Collected
โ‚ฌ5,809
all time
Total Return (Realised)
โ‚ฌ29,566
gains + dividends

Allocation by Category

Portfolio Value History (EoM)

ETF Name Category Shares Cost/Share Last Price Total Cost Market Value P&L P&L % Realised Dividends

Buy signal โ€” triggered when the price has been below both the 20-day and 50-day moving averages for 5 or more consecutive trading days.
Sell signal โ€” triggered when both RSI(15) and Stochastic(15) simultaneously exceed their 95th percentile from the past 200 trading days.
Price guidance (Buy) โ€” ๐Ÿ”ต below both MA3+MA5 = ideal entry ยท ๐ŸŸข between = ok ยท ๐ŸŸ  above both = wait. (Sell) โ€” ๐Ÿ”ต above both = ideal exit ยท ๐Ÿ”ด between = ok ยท ๐ŸŸ  below both = wait. All signals use live daily prices from Yahoo Finance where available, otherwise end-of-month data.

ETF Last Price Buy Condition RSI (15d) / 95p Stoch (15d) / 95p Signal Price Guidance (MA3 & MA5)
Date Type ISIN ETF Name Units Price Value (โ‚ฌ)