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Investment Strategies / Mechanical Investing
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Author: StevnFool ✶  😊 😞
Number: of 3959 
Subject: StevnFool Port Update - Mar 2024
Date: 04/04/2024 4:23 PM
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No. of Recommendations: 8
Last post is at: https://www.shrewdm.com/MB?pid=807253536

To get an explanation of how my portfolio was made up at the start of 2024 and the implications of currencies on my reported numbers, please see: https://www.shrewdm.com/MB?pid=508382608

My numbers updated for March are below:

	        Jan	Feb	Mar	YTD		CAGR	GSD
Me	        6.90%	7.03%	2.80%	17.62%		91.36%	8.28%
							
NASDAQ	        0.79%	6.27%	1.67%	8.89%		40.61%	10.34%
DOW JONES	1.25%	2.41%	2.25%	6.02%		26.36%	2.16%
S&P500	        1.59%	5.22%	3.27%	10.39%		48.51%	6.27%
Index Average	1.21%	4.63%	2.40%	8.44%		38.49%	6.26%

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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