Subject: StevnFool Port Update - Nov 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 November are below:
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov YTD CAGR GSD
Me 2.10% 0.29% -1.93% 3.29% 0.21% 3.50% 3.28% 1.86% -1.02% -2.67% 2.68% 11.95% 13.10% 7.90%
NASDAQ 10.76% -1.05% 7.03% 0.07% 5.96% 6.56% 4.19% -1.95% -5.74% -2.57% 10.86% 37.83% 41.94% 20.92%
DOW JONES 2.95% -4.02% 2.12% 2.53% -3.11% 4.58% 3.49% -2.04% -3.44% -1.28% 9.15% 10.58% 11.59% 15.03%
S&P500 6.29% -2.52% 3.70% 1.59% 0.47% 6.48% 3.28% -1.63% -4.74% -2.17% 9.13% 20.67% 22.74% 16.06%
Index Average 6.67% -2.53% 4.29% 1.40% 1.10% 5.87% 3.65% -1.87% -4.64% -2.01% 9.71% 23.02% 25.42% 17.34%
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