Subject: StevnFool Port Update - Jun 2024
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 2024 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 6.90% 7.03% 2.80% -4.67% 1.15% 0.75% 14.27% 30.57% 16.15%
NASDAQ 0.79% 6.27% 1.67% -4.08% 6.68% 6.28% 18.43% 40.25% 15.73%
DOW JONES 1.25% 2.41% 2.25% -4.88% 2.64% 1.16% 4.70% 9.65% 10.53%
S&P500 1.59% 5.22% 3.27% -4.03% 5.06% 3.53% 15.23% 32.77% 12.59%
Index Average 1.21% 4.63% 2.40% -4.33% 4.79% 3.65% 12.78% 27.56% 12.95%
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