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Investment Strategies / Mechanical Investing
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Author: StevnFool ✶  😊 😞
Number: of 3959 
Subject: StevnFool Port Update - May 2023
Date: 06/09/2023 1:35 PM
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No. of Recommendations: 6
Last post is at: https://www.shrewdm.com/MB?pid=335846412

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 May are below:

	        Jan	Feb	Mar	Apr	May	YTD		CAGR	GSD
Me	        2.10%	0.29%	-1.93%	3.29%	0.21%	3.94%		9.73%	7.11%
									
NASDAQ	        10.76%	-1.05%	7.03%	0.07%	5.96%	24.36%		68.81%	17.86%
DOW JONES	2.95%	-4.02%	2.12%	2.53%	-3.11%	0.24%		0.57%	12.46%
S&P500	        6.29%	-2.52%	3.70%	1.59%	0.47%	9.68%		24.77%	11.97%
Index Average	6.67%	-2.53%	4.29%	1.40%	1.10%	11.43%		31.38%	14.10%

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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