Subject: StevnFool Port Update - May 2026
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 2026 and the implications of currencies on my reported numbers, please see: https://www.shrewdm.com/MB?pid...
My numbers updated for May are below:
Jan Feb Mar Apr May YTD CAGR GSD
Me -2.27% 3.45% -3.43% 0.02% -0.26% -2.60% -6.12% 9.53%
NASDAQ 1.02% -3.37% -4.83% 15.58% 8.40% 16.38% 43.95% 32.63%
DOW JONES 1.80% 0.13% -5.41% 7.22% 3.30% 6.79% 17.08% 17.27%
S&P500 1.47% -0.86% -5.20% 10.50% 5.55% 11.24% 29.09% 22.53%
Index Average 1.43% -1.37% -5.14% 11.10% 5.75% 11.47% 30.04% 24.15%
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