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Investment Strategies / Mechanical Investing
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Author: StevnFool ✶  😊 😞
Number: of 3958 
Subject: StevnFool Port Update - Sep 2024
Date: 10/03/2024 5:38 PM
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No. of Recommendations: 7
Last post is at: https://www.shrewdm.com/MB?pid=922463158

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=508382608

My numbers updated for September are below:

	        Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	YTD		CAGR	GSD
Me	        6.90%	7.03%	2.80%	-4.67%	1.15%	0.75%	3.63%	2.31%	-3.79%	16.57%		22.67%	14.97%
													
NASDAQ	        0.79%	6.27%	1.67%	-4.08%	6.68%	6.28%	-0.80%	0.72%	2.65%	21.46%		29.60%	13.21%
DOW JONES	1.25%	2.41%	2.25%	-4.88%	2.64%	1.16%	4.49%	1.97%	2.26%	14.09%		19.22%	9.43%
S&P500	        1.59%	5.22%	3.27%	-4.03%	5.06%	3.53%	1.21%	2.34%	2.10%	21.85%		30.15%	9.93%
Index Average	1.21%	4.63%	2.40%	-4.33%	4.79%	3.65%	1.63%	1.68%	2.34%	19.13%		26.33%	10.85%

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
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