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Investment Strategies / Mechanical Investing
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Author: StevnFool ✶  😊 😞
Number: of 3957 
Subject: StevnFool Port Update - Apr 2025
Date: 05/01/2025 5:20 PM
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No. of Recommendations: 7
Last post is at: https://www.shrewdm.com/MB?pid=680294888

To get an explanation of how my portfolio was made up at the start of 2025 and the implications of currencies on my reported numbers, please see: https://www.shrewdm.com/MB?pid=980261780

My numbers updated for April are below. The change in my portfolio balance in April is almost entirely related to EUR/USD Fx rate movement:

	        Jan	Feb	Mar	Apr	YTD		CAGR	GSD
Me	        2.72%	5.29%	-1.79%	-5.50%	0.37%		1.12%	18.08%
								
NASDAQ	        1.49%	-3.80%	-8.21%	0.85%	-9.62%		-26.16%	17.61%
DOW JONES	4.71%	-1.43%	-4.04%	-3.17%	-4.09%		-11.81%	14.58%
S&P500	        2.69%	-1.27%	-5.57%	-0.86%	-5.10%		-14.50%	12.65%
Index Average	2.96%	-2.17%	-5.94%	-1.06%	-6.27%		-17.49%	14.94%

Note that all numbers include dividends (less > 30% combined US and my country withhold tax for dividends received in my portfolio). 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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