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Investment Strategies / Mechanical Investing
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Author: StevnFool   😊 😞
Number: of 3959 
Subject: StevnFool Port Update - Nov 2024
Date: 12/02/2024 2:54 PM
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No. of Recommendations: 8
Last post is at: https://www.shrewdm.com/MB?pid=221027026

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 November are below:

	        Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	YTD		CAGR	GSD
Me 6.90% 7.03% 2.80% -4.67% 1.15% 0.75% 3.63% 2.31% -3.79% 0.67% 10.28% 29.41% 32.47% 16.38%

NASDAQ 0.79% 6.27% 1.67% -4.08% 6.68% 6.28% -0.80% 0.72% 2.65% -0.39% 6.31% 28.61% 31.60% 13.01%
DOW JONES 1.25% 2.41% 2.25% -4.88% 2.64% 1.16% 4.49% 1.97% 2.26% -1.26% 7.83% 21.47% 23.64% 11.42%
S&P500 1.59% 5.22% 3.27% -4.03% 5.06% 3.53% 1.21% 2.34% 2.10% -0.89% 5.97% 27.97% 30.88% 10.44%
Index Average 1.21% 4.63% 2.40% -4.33% 4.79% 3.65% 1.63% 1.68% 2.34% -0.85% 6.70% 26.02% 28.71% 11.62%

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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