Subject: StevnFool Port Update - Apr 2023
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 2023 and the implications of currencies on my reported numbers, please see:
https://www.shrewdm.com/MB?pid...
My numbers updated for April are below:
Jan Feb Mar Apr YTD CAGR GSD
Me 2.10% 0.29% -1.93% 3.29% 3.72% 11.58% 8.14%
NASDAQ 10.76% -1.05% 7.03% 0.07% 17.37% 61.73% 20.58%
DOW JONES 2.95% -4.02% 2.12% 2.53% 3.46% 10.73% 12.18%
S&P500 6.29% -2.52% 3.70% 1.59% 9.17% 30.07% 13.53%
Index Average 6.67% -2.53% 4.29% 1.40% 10.00% 34.17% 15.43%
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