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Investment Strategies / Mechanical Investing
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Author: StevnFool ✶  😊 😞
Number: of 3959 
Subject: StevnFool Port Update - Feb 2023
Date: 03/01/2023 4:50 PM
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No. of Recommendations: 11
Last post is at:
https://www.shrewdm.com/MB?pid=653483944

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=937122169

My numbers updated for February are below:

	        Jan	Feb	YTD		CAGR	GSD
Me	        2.10%	0.29%	2.40%		15.29%	4.47%
						
NASDAQ	        10.76%	-1.05%	9.59%		73.25%	31.82%
DOW JONES	2.95%	-4.02%	-1.19%		-6.94%	18.74%
S&P500	        6.29%	-2.52%	3.62%		23.76%	23.59%
Index Average	6.67%	-2.53%	4.01%		30.02%	24.72%

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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