Subject: StevnFool Port Update - Mar 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 March are below:
Jan Feb Mar YTD CAGR GSD
Me -2.27% 3.45% -3.43% -2.37% -9.14% 13.59%
NASDAQ 1.02% -3.37% -4.83% -7.10% -25.50% 11.33%
DOW JONES 1.80% 0.13% -5.41% -3.58% -13.57% 14.27%
S&P500 1.47% -0.86% -5.20% -4.63% -17.29% 12.72%
Index Average 1.43% -1.37% -5.14% -5.10% -18.78% 12.77%
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