Subject: StevnFool Port Update - Jun 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 June are below:
Jan Feb Mar Apr May Jun YTD CAGR GSD
Me 2.10% 0.29% -1.93% 3.29% 0.21% 3.50% 7.58% 15.74% 7.48%
NASDAQ 10.76% -1.05% 7.03% 0.07% 5.96% 6.56% 32.52% 75.66% 16.14%
DOW JONES 2.95% -4.02% 2.12% 2.53% -3.11% 4.58% 4.83% 9.90% 13.00%
S&P500 6.29% -2.52% 3.70% 1.59% 0.47% 6.48% 16.78% 36.35% 12.63%
Index Average 6.67% -2.53% 4.29% 1.40% 1.10% 5.87% 18.04% 40.64% 13.93%
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