No. of Recommendations: 7
Last post is at:
StevnFool writes on StevnFool Port Update - Sep 2026To get an explanation of how my portfolio was made up at the start of 2026 and the implications of currencies on my reported numbers, please see:
StevnFool writes on StevnFool Port Update - 2025My numbers updated for October are below:
Jan Feb Mar Apr May Jun Jul Aug Sep Oct YTD CAGR GSD
Me -2.27% 3.45% -3.43% 0.02% -0.26% 6.17% 0.98% -0.94% -0.09% 9.27% 12.94% 15.71% 14.10%
NASDAQ 1.02% -3.37% -4.83% 15.58% 8.40% -2.70% -3.09% 3.86% 1.99% -5.28% 10.09% 12.26% 24.78%
DOW JONES 1.80% 0.13% -5.41% 7.22% 3.30% 2.55% 0.37% 1.50% -4.11% 1.71% 8.81% 10.66% 13.20%
S&P500 1.47% -0.86% -5.20% 10.50% 5.55% -1.03% 0.04% 2.68% -0.33% -0.91% 11.69% 14.18% 15.57%
Index Average 1.43% -1.37% -5.14% 11.10% 5.75% -0.39% -0.89% 2.68% -0.82% -1.49% 10.20% 12.37% 17.85%
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
