Subject: StevnFool Port Update - Oct 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 October are below:
Jan Feb Mar Apr May Jun Jul Aug Sep Oct YTD CAGR GSD
Me 2.10% 0.29% -1.93% 3.29% 0.21% 3.50% 3.28% 1.86% -1.02% -2.67% 9.03% 10.93% 8.08%
NASDAQ 10.76% -1.05% 7.03% 0.07% 5.96% 6.56% 4.19% -1.95% -5.74% -2.57% 24.32% 29.88% 19.62%
DOW JONES 2.95% -4.02% 2.12% 2.53% -3.11% 4.58% 3.49% -2.04% -3.44% -1.28% 1.31% 1.57% 11.96%
S&P500 6.29% -2.52% 3.70% 1.59% 0.47% 6.48% 3.28% -1.63% -4.74% -2.17% 10.57% 12.80% 14.10%
Index Average 6.67% -2.53% 4.29% 1.40% 1.10% 5.87% 3.65% -1.87% -4.64% -2.01% 12.07% 14.75% 15.23%
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