Subject: StevnFool Port Update - Aug 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 August are below:
Jan Feb Mar Apr May Jun Jul Aug YTD CAGR GSD
Me 2.72% 5.29% -1.79% -5.50% -1.63% -4.29% 0.94% 2.55% -2.17% -3.24% 13.81%
NASDAQ 1.49% -3.80% -8.21% 0.85% 9.56% 6.66% 3.86% 1.55% 11.39% 17.56% 21.35%
DOW JONES 4.71% -1.43% -4.04% -3.17% 4.14% 4.50% 0.19% 3.41% 8.14% 12.44% 13.23%
S&P500 2.69% -1.27% -5.57% -0.86% 6.29% 5.14% 2.30% 2.05% 10.72% 16.54% 14.06%
Index Average 2.96% -2.17% -5.94% -1.06% 6.66% 5.43% 2.12% 2.34% 10.08% 15.51% 16.21%
Note that all numbers include dividends (less > 30% combined US and my country withhold tax for dividends received in my portfolio). I used the total returns of the corresponding ETF's (ONEQ, DIA and SPY) as a proxy for total return of the indices.
StevnFool