Subject: StevnFool Port Update - Apr 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 April are below:
Jan Feb Mar Apr YTD CAGR GSD
Me 6.90% 7.03% 2.80% -4.67% 12.13% 40.98% 20.69%
NASDAQ 0.79% 6.27% 1.67% -4.08% 4.45% 13.97% 15.67%
DOW JONES 1.25% 2.41% 2.25% -4.88% 0.84% 2.56% 12.95%
S&P500 1.59% 5.22% 3.27% -4.03% 5.94% 18.89% 14.76%
Index Average 1.21% 4.63% 2.40% -4.33% 3.74% 11.81% 14.46%
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