Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of MI | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search MI
Shrewd'm.com Merry shrewd investors
Best Of MI | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search MI

Investment Strategies / Mechanical Investing❤
Unthreaded | Threaded | Whole Thread (1) |
Post New
Author: StevnFool ✶  😊 😞
Number: of 3958 
Subject: StevnFool Port Update - Jul 2023
Date: 08/03/2023 3:56 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 5
Last post is at: https://www.shrewdm.com/MB?pid=395799240

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 July are below:

	        Jan	Feb	Mar	Apr	May	Jun	Jul	YTD		CAGR	GSD
Me	        2.10%	0.29%	-1.93%	3.29%	0.21%	3.50%	3.28%	11.11%		19.79%	7.35%
											
NASDAQ	        10.76%	-1.05%	7.03%	0.07%	5.96%	6.56%	4.19%	38.08%		73.91%	14.66%
DOW JONES	2.95%	-4.02%	2.12%	2.53%	-3.11%	4.58%	3.49%	8.49%		14.99%	12.39%
S&P500	        6.29%	-2.52%	3.70%	1.59%	0.47%	6.48%	3.28%	20.61%		37.86%	11.51%
Index Average	6.67%	-2.53%	4.29%	1.40%	1.10%	5.87%	3.65%	22.39%		42.26%	12.86%

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
Print the post


Post New
Unthreaded | Threaded | Whole Thread (1) |


Announcements
Mechanical Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of MI | Best Of | Favourites & Replies | All Boards | Followed Shrewds