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Investment Strategies / Mechanical Investing
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Author: StevnFool ✭  😊 😞
Number: of 5383 
Subject: StevnFool Port Update - Feb 2026
Date: 03/04/26 5:38 PM
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No. of Recommendations: 9
Last post is at: https://www.shrewdm.com/MB?pid=577213656

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 February are below:

	        Jan	Feb	YTD		CAGR	GSD
Me	        -2.27%	3.45%	1.10%		6.78%	14.94%
						
NASDAQ	        1.02%	-3.37%	-2.39%		-13.48%	11.50%
DOW JONES	1.80%	0.13%	1.93%		12.14%	4.14%
S&P500	        1.47%	-0.86%	0.60%		3.63%	5.86%
Index Average	1.43%	-1.37%	0.05%		0.76%	7.17%

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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