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Investment Strategies / Mechanical Investing
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Author: StevnFool ✶  😊 😞
Number: of 3959 
Subject: StevnFool Port Update - Apr 2023
Date: 05/01/2023 4:45 PM
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No. of Recommendations: 7
Last post is at: https://www.shrewdm.com/MB?pid=117183005

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 April are below:

	        Jan	Feb	Mar	Apr	YTD		CAGR	GSD
Me	        2.10%	0.29%	-1.93%	3.29%	3.72%		11.58%	8.14%
								
NASDAQ	        10.76%	-1.05%	7.03%	0.07%	17.37%		61.73%	20.58%
DOW JONES	2.95%	-4.02%	2.12%	2.53%	3.46%		10.73%	12.18%
S&P500	        6.29%	-2.52%	3.70%	1.59%	9.17%		30.07%	13.53%
Index Average	6.67%	-2.53%	4.29%	1.40%	10.00%		34.17%	15.43%

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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