Friday, April 10, 2020

Key largo IRA portfolio two month crash summary

April 10, 2020

Introduction


It was so tough for me to manage the portfolio Key largo, and the swing is up near $2000 dollars, and down $2000 compared to my book value in May 2019. I like to write a blog how to go through market swing, no panic sell in the market bottom, do not buy high and sell low.

Case study


Balance history


I have to spend time to explore Ameritrade.com and see what report I can generate. It took me 10 minutes to generate report.

Here are highlights:

  1. Look the above image, there is balance history download button;
  2. Customize the data range
  3. Open Excel sheet, and then it is easy for me to generate the report. 



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