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The 13.66% Q1 gain after the December lows was followed by a more modest 2.72% Q2 gain, for a year-to-date increase of 16.38%. My spreadsheet records the portfolio's ongoing progress, with one cell calculating the gain since 12/31/15. On June 28, 2019, my eye was drawn to that cell's round number: a 52.00% gain in 3.5 years.
The portfolio's yield at the end of the quarter was 4.24%, down from 4.52% at the end of Q1. The lower yield is due in part to an increase in the cash position