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Investment Strategies / Mechanical Investing
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Author: StevnFool ✶  😊 😞
Number: of 3957 
Subject: StevnFool Port Update - Mar 2025
Date: 04/01/2025 5:01 PM
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No. of Recommendations: 7
Last post is at: https://www.shrewdm.com/MB?pid=394372824

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 March are below:

	        Jan	Feb	Mar	YTD		CAGR	GSD
Me	        2.72%	5.29%	-1.79%	6.22%		27.27%	13.01%
							
NASDAQ	        1.49%	-3.80%	-8.21%	-10.39%		-35.51%	19.03%
DOW JONES	4.71%	-1.43%	-4.04%	-0.95%		-3.76%	16.74%
S&P500	        2.69%	-1.27%	-5.57%	-4.27%		-15.99%	15.64%
Index Average	2.96%	-2.17%	-5.94%	-5.20%		-18.42%	17.14%

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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