Subject: StevnFool Port Update - Mar 2024
Last post is at: https://www.shrewdm.com/MB?pid...
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...
My numbers updated for March are below:
Jan Feb Mar YTD CAGR GSD
Me 6.90% 7.03% 2.80% 17.62% 91.36% 8.28%
NASDAQ 0.79% 6.27% 1.67% 8.89% 40.61% 10.34%
DOW JONES 1.25% 2.41% 2.25% 6.02% 26.36% 2.16%
S&P500 1.59% 5.22% 3.27% 10.39% 48.51% 6.27%
Index Average 1.21% 4.63% 2.40% 8.44% 38.49% 6.26%
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