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Investment Strategies / Mechanical Investing
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Author: StevnFool ✶  😊 😞
Number: of 3961 
Subject: StevnFool Port Update - Feb 2024
Date: 03/07/2024 4:02 PM
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No. of Recommendations: 7
Last post is at: https://www.shrewdm.com/MB?pid=783458587

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 February are below:

	        Jan	Feb	YTD		CAGR	GSD
Me	        6.90%	7.03%	14.42%		124.39%	0.31%
						
NASDAQ	        0.79%	6.27%	7.11%		50.97%	13.84%
DOW JONES	1.25%	2.41%	3.69%		24.31%	2.84%
S&P500	        1.59%	5.22%	6.89%		49.19%	8.98%
Index Average	1.21%	4.63%	5.90%		41.49%	8.55%

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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