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StevnFool writes on StevnFool Port Update - Jul 2026To get an explanation of how my portfolio was made up at the start of 2026 and the implications of currencies on my reported numbers, please see:
StevnFool writes on StevnFool Port Update - 2025My numbers updated for August are below:
Jan Feb Mar Apr May Jun Jul Aug YTD CAGR GSD
Me -2.27% 3.45% -3.43% 0.02% -0.26% 6.17% 0.98% -0.94% 3.44% 5.21% 11.16%
NASDAQ 1.02% -3.37% -4.83% 15.58% 8.40% -2.70% -3.09% 3.86% 13.97% 21.71% 26.50%
DOW JONES 1.80% 0.13% -5.41% 7.22% 3.30% 2.55% 0.37% 1.50% 11.56% 17.84% 12.99%
S&P500 1.47% -0.86% -5.20% 10.50% 5.55% -1.03% 0.04% 2.68% 13.08% 20.25% 17.36%
Index Average 1.43% -1.37% -5.14% 11.10% 5.75% -0.39% -0.89% 2.68% 12.87% 19.93% 18.95%
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
