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Investment Strategies / Mechanical Investing
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Author: StevnFool ✭  😊 😞
Number: of 5384 
Subject: StevnFool Port Update - Sep 2025
Date: 10/07/25 4:19 PM
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No. of Recommendations: 10
Last post is at: https://www.shrewdm.com/MB?pid=543718886

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 September are below:

	        Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	YTD		CAGR	GSD
Me	        2.72%	5.29%	-1.79%	-5.50%	-1.63%	-4.29%	0.94%	2.55%	-1.02%	-3.17%		-4.21%	12.90%
													
NASDAQ	        1.49%	-3.80%	-8.21%	0.85%	9.56%	6.66%	3.86%	1.55%	5.66%	17.70%		24.27%	20.59%
DOW JONES	4.71%	-1.43%	-4.04%	-3.17%	4.14%	4.50%	0.19%	3.41%	1.97%	10.27%		13.91%	12.39%
S&P500	        2.69%	-1.27%	-5.57%	-0.86%	6.29%	5.14%	2.30%	2.05%	3.56%	14.66%		20.04%	13.39%
Index Average	2.96%	-2.17%	-5.94%	-1.06%	6.66%	5.43%	2.12%	2.34%	3.73%	14.21%		19.41%	15.46%

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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