Subject: StevnFool Port Update - Feb 2025
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 2025 and the implications of currencies on my reported numbers, please see: https://www.shrewdm.com/MB?pid...
My numbers updated for February are below:
Jan Feb YTD CAGR GSD
Me 2.72% 5.29% 8.16% 60.07% 6.25%
NASDAQ 1.49% -3.80% -2.37% -13.39% 14.01%
DOW JONES 4.71% -1.43% 3.22% 20.92% 15.94%
S&P500 2.69% -1.27% 1.38% 8.58% 10.12%
Index Average 2.96% -2.17% 0.74% 5.37% 13.36%
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