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Investment Strategies / Mechanical Investing
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Author: StevnFool ✶  😊 😞
Number: of 3959 
Subject: StevnFool Port Update - Mar 2023
Date: 04/10/2023 1:02 PM
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No. of Recommendations: 6
Last post is at: https://www.shrewdm.com/MB?pid=131054407

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=937122169

My numbers updated for March are below:

	        Jan	Feb	Mar	YTD		CAGR	GSD
Me	        2.10%	0.29%	-1.93%	0.42%		1.68%	7.25%
							
NASDAQ	        10.76%	-1.05%	7.03%	17.29%		89.33%	22.17%
DOW JONES	2.95%	-4.02%	2.12%	0.91%		3.68%	14.21%
S&P500	        6.29%	-2.52%	3.70%	7.46%		33.29%	16.70%
Index Average	6.67%	-2.53%	4.29%	8.55%		42.10%	17.69%

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
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