I was right to be buying 4/20 and adding leverage 4/24, but choice of vehicle made a huge difference in returns.
Here is a 2 hour chart of the USA mains with SPY as the bar chart, and the other 4 in line charts with QQQ obviously leading in red at over double the gain of SPY; DIA in orange about the same; IWM in paler orange only 1% up, half the gain of SPY and just a quarter of QQQ; and VTI tracking SPY quite closely.
Taking off VTI and DIA for clarity, adding other hot trades - SMH now in orange above the red QQQ; EEM in light green currently matching QQQ; and KWEB soaring above on top in green with 9% gain vs QQQ 4.5%.
OK, taking those off and keeping SPY as the bars, QQQ above in red, IWM in orange under SPY - XLF so far is above the same as SPY in performance, but XLE is actually down 1%.
So, it was a smart move to finally officially recommend KWEB (blog post on this one 2016 Q4) but not so smart to ignore QQQ and SMH in favor of IWM. To be fair, IWM did have a fast start and led up to 4/26. So perhaps the real error was in the exit, but still, when I have more to say on the entry choice perhaps there will be another post.