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Investment Strategies / Mechanical Investing
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Author: StevnFool ✶  😊 😞
Number: of 3961 
Subject: StevnFool Port Update - Jun 2023
Date: 07/04/2023 5:55 PM
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No. of Recommendations: 6
Last post is at: https://www.shrewdm.com/MB?pid=495299183

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 June are below:

	        Jan	Feb	Mar	Apr	May	Jun	YTD		CAGR	GSD
Me	        2.10%	0.29%	-1.93%	3.29%	0.21%	3.50%	7.58%		15.74%	7.48%
										
NASDAQ	        10.76%	-1.05%	7.03%	0.07%	5.96%	6.56%	32.52%		75.66%	16.14%
DOW JONES	2.95%	-4.02%	2.12%	2.53%	-3.11%	4.58%	4.83%		9.90%	13.00%
S&P500	        6.29%	-2.52%	3.70%	1.59%	0.47%	6.48%	16.78%		36.35%	12.63%
Index Average	6.67%	-2.53%	4.29%	1.40%	1.10%	5.87%	18.04%		40.64%	13.93%

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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