Subject: StevnFool Port Update - Sep 2023
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 2023 and the implications of currencies on my reported numbers, please see:
https://www.shrewdm.com/MB?pid...
My numbers updated for September are below:
Jan Feb Mar Apr May Jun Jul Aug Sep YTD CAGR GSD
Me 2.10% 0.29% -1.93% 3.29% 0.21% 3.50% 3.28% 1.86% -1.02% 12.02% 16.33% 7.07%
NASDAQ 10.76% -1.05% 7.03% 0.07% 5.96% 6.56% 4.19% -1.95% -5.74% 27.61% 38.45% 19.68%
DOW JONES 2.95% -4.02% 2.12% 2.53% -3.11% 4.58% 3.49% -2.04% -3.44% 2.62% 3.51% 12.57%
S&P500 6.29% -2.52% 3.70% 1.59% 0.47% 6.48% 3.28% -1.63% -4.74% 13.02% 17.71% 14.31%
Index Average 6.67% -2.53% 4.29% 1.40% 1.10% 5.87% 3.65% -1.87% -4.64% 14.42% 19.89% 15.52%
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