Last post is at: https://www.shrewdm.com/MB?pid=971837334

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=980261780

My numbers updated for June are below. An interesting point to note is that my entire YTD underperformance can be explained by the drop in the value of the dollar. My performance is reported in EUR whereas the benchmarks I report are in USD. If I reported my performance in USD it would be +6.62% YTD instead of -5.39%:

	        Jan	Feb	Mar	Apr	May	Jun	YTD		CAGR	GSD
Me	        2.72%	5.29%	-1.79%	-5.50%	-1.63%	-4.19%	-5.39%		-10.50%	15.34%
										
NASDAQ	        1.49%	-3.80%	-8.21%	0.85%	9.56%	6.66%	5.61%		11.54%	25.25%
DOW JONES	4.71%	-1.43%	-4.04%	-3.17%	4.14%	4.50%	4.38%		8.94%	15.20%
S&P500	        2.69%	-1.27%	-5.57%	-0.86%	6.29%	5.14%	6.05%		12.50%	16.65%
Index Average	2.96%	-2.17%	-5.94%	-1.06%	6.66%	5.43%	5.35%		10.99%	19.03%

Note that all numbers include dividends (less > 30% combined US and my country withhold tax for dividends received in my portfolio). 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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