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Investment Strategies / Mechanical Investing
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Author: StevnFool ✶  😊 😞
Number: of 3957 
Subject: StevnFool Port Update - Apr 2024
Date: 05/04/2024 5:26 AM
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No. of Recommendations: 7
Last post is at: https://www.shrewdm.com/MB?pid=123987007

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 April are below:

	        Jan	Feb	Mar	Apr	YTD		CAGR	GSD
Me	        6.90%	7.03%	2.80%	-4.67%	12.13%		40.98%	20.69%
								
NASDAQ	        0.79%	6.27%	1.67%	-4.08%	4.45%		13.97%	15.67%
DOW JONES	1.25%	2.41%	2.25%	-4.88%	0.84%		2.56%	12.95%
S&P500	        1.59%	5.22%	3.27%	-4.03%	5.94%		18.89%	14.76%
Index Average	1.21%	4.63%	2.40%	-4.33%	3.74%		11.81%	14.46%

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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