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Investment Strategies / Mechanical Investing
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Author: StevnFool ✭  😊 😞
Number: of 5822 
Subject: StevnFool Port Update - Jun 2026
Date: 07/02/26 4:57 PM
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No. of Recommendations: 6
Last post is at: https://www.shrewdm.com/MB?pid=908616530

To 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: https://www.shrewdm.com/MB?pid=594219278

My numbers updated for June are below:

	        Jan	Feb	Mar	Apr	May	Jun	YTD		CAGR	GSD
Me	        -2.27%	3.45%	-3.43%	0.02%	-0.26%	6.17%	3.41%		6.94%	13.09%
										
NASDAQ	        1.02%	-3.37%	-4.83%	15.58%	8.40%	-2.70%	13.23%		28.25%	30.41%
DOW JONES	1.80%	0.13%	-5.41%	7.22%	3.30%	2.55%	9.52%		19.94%	15.44%
S&P500	        1.47%	-0.86%	-5.20%	10.50%	5.55%	-1.03%	10.09%		21.18%	20.58%
Index Average	1.43%	-1.37%	-5.14%	11.10%	5.75%	-0.39%	10.95%		23.12%	22.14%

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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