Post #5254 by StevnFool on the Mechanical Investing board

Investment Strategies / Mechanical Investing

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No. of Recommendations: 6

Last post is at: https://www.shrewdm.com/MB?pid=942209575

To 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: https://www.shrewdm.com/MB?pid=594219278

My numbers updated for March are below:

	        Jan	Feb	Mar	YTD		CAGR	GSD
Me	        -2.27%	3.45%	-3.43%	-2.37%		-9.14%	13.59%
							
NASDAQ	        1.02%	-3.37%	-4.83%	-7.10%		-25.50%	11.33%
DOW JONES	1.80%	0.13%	-5.41%	-3.58%		-13.57%	14.27%
S&P500	        1.47%	-0.86%	-5.20%	-4.63%		-17.29%	12.72%
Index Average	1.43%	-1.37%	-5.14%	-5.10%		-18.78%	12.77%

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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