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Investment Strategies / Mechanical Investing
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Author: StevnFool   😊 😞
Number: of 5386 
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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