Subject: StevnFool Port Update - Jun 2026
Last post is at: https://www.shrewdm.com/MB?pid...
To get an explanation of how my portfolio was made up at the start of 2026 and the implications of currencies on my reported numbers, please see: https://www.shrewdm.com/MB?pid...
My numbers updated for June are below:
Jan Feb Mar Apr May Jun YTD CAGR GSD
Me -2.27% 3.45% -3.43% 0.02% -0.26% 6.17% 3.41% 6.94% 13.09%
NASDAQ 1.02% -3.37% -4.83% 15.58% 8.40% -2.70% 13.23% 28.25% 30.41%
DOW JONES 1.80% 0.13% -5.41% 7.22% 3.30% 2.55% 9.52% 19.94% 15.44%
S&P500 1.47% -0.86% -5.20% 10.50% 5.55% -1.03% 10.09% 21.18% 20.58%
Index Average 1.43% -1.37% -5.14% 11.10% 5.75% -0.39% 10.95% 23.12% 22.14%
Note that all numbers include dividends. I used the total returns of the corresponding ETF's (ONEQ, DIA and SPY) as a proxy for total return of the indices.
StevnFool