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StevnFool writes on StevnFool Port Update - Jun 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 July are below:
Jan Feb Mar Apr May Jun Jul YTD CAGR GSD
Me -2.27% 3.45% -3.43% 0.02% -0.26% 6.17% 0.98% 4.42% 7.70% 11.89%
NASDAQ 1.02% -3.37% -4.83% 15.58% 8.40% -2.70% -3.09% 9.73% 17.30% 28.63%
DOW JONES 1.80% 0.13% -5.41% 7.22% 3.30% 2.55% 0.37% 9.92% 17.59% 14.10%
S&P500 1.47% -0.86% -5.20% 10.50% 5.55% -1.03% 0.04% 10.13% 17.98% 18.78%
Index Average 1.43% -1.37% -5.14% 11.10% 5.75% -0.39% -0.89% 9.93% 17.62% 20.50%
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
