Subject: StevnFool Port Update - Mar 2025
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 2025 and the implications of currencies on my reported numbers, please see: https://www.shrewdm.com/MB?pid...
My numbers updated for March are below:
Jan Feb Mar YTD CAGR GSD
Me 2.72% 5.29% -1.79% 6.22% 27.27% 13.01%
NASDAQ 1.49% -3.80% -8.21% -10.39% -35.51% 19.03%
DOW JONES 4.71% -1.43% -4.04% -0.95% -3.76% 16.74%
S&P500 2.69% -1.27% -5.57% -4.27% -15.99% 15.64%
Index Average 2.96% -2.17% -5.94% -5.20% -18.42% 17.14%
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