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Investment Strategies / Mechanical Investing
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Author: StevnFool ✶  😊 😞
Number: of 3957 
Subject: StevnFool Port Update - Feb 2025
Date: 03/05/2025 4:57 PM
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No. of Recommendations: 9
Last post is at: https://www.shrewdm.com/MB?pid=825639719

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 February are below:

	        Jan	Feb	YTD		CAGR	GSD
Me	        2.72%	5.29%	8.16%		60.07%	6.25%
						
NASDAQ	        1.49%	-3.80%	-2.37%		-13.39%	14.01%
DOW JONES	4.71%	-1.43%	3.22%		20.92%	15.94%
S&P500	        2.69%	-1.27%	1.38%		8.58%	10.12%
Index Average	2.96%	-2.17%	0.74%		5.37%	13.36%

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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