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Investment Strategies / Mechanical Investing
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Author: StevnFool ✶  😊 😞
Number: of 3955 
Subject: StevnFool Port Update - Jul 2024
Date: 08/13/2024 5:29 PM
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No. of Recommendations: 9
Last post is at: https://www.shrewdm.com/MB?pid=959596584

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 July are below:

	        Jan	Feb	Mar	Apr	May	Jun	Jul	YTD		CAGR	GSD
Me	        6.90%	7.03%	2.80%	-4.67%	1.15%	0.75%	3.63%	18.42%		33.61%	14.78%
											
NASDAQ	        0.79%	6.27%	1.67%	-4.08%	6.68%	6.28%	-0.80%	17.48%		31.80%	15.21%
DOW JONES	1.25%	2.41%	2.25%	-4.88%	2.64%	1.16%	4.49%	9.40%		16.67%	10.85%
S&P500	        1.59%	5.22%	3.27%	-4.03%	5.06%	3.53%	1.21%	16.62%		30.16%	11.55%
Index Average	1.21%	4.63%	2.40%	-4.33%	4.79%	3.65%	1.63%	14.50%		26.21%	12.53%

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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