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Investment Strategies / Mechanical Investing❤
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Author: StevnFool ✶  😊 😞
Number: of 3962 
Subject: StevnFool Port Update - Sep 2023
Date: 10/02/2023 4:12 PM
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No. of Recommendations: 5
Last post is at: https://www.shrewdm.com/MB?pid=448937092

To get an explanation of how my portfolio was made up at the start of 2023 and the implications of currencies on my reported numbers, please see:
https://www.shrewdm.com/MB?pid=937122169

My numbers updated for September are below:

	        Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	YTD		CAGR	GSD
Me	        2.10%	0.29%	-1.93%	3.29%	0.21%	3.50%	3.28%	1.86%	-1.02%	12.02%		16.33%	7.07%
													
NASDAQ	        10.76%	-1.05%	7.03%	0.07%	5.96%	6.56%	4.19%	-1.95%	-5.74%	27.61%		38.45%	19.68%
DOW JONES	2.95%	-4.02%	2.12%	2.53%	-3.11%	4.58%	3.49%	-2.04%	-3.44%	2.62%		3.51%	12.57%
S&P500	        6.29%	-2.52%	3.70%	1.59%	0.47%	6.48%	3.28%	-1.63%	-4.74%	13.02%		17.71%	14.31%
Index Average	6.67%	-2.53%	4.29%	1.40%	1.10%	5.87%	3.65%	-1.87%	-4.64%	14.42%		19.89%	15.52%

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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