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Investment Strategies / Mechanical Investing
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Author: StevnFool ✶  😊 😞
Number: of 3953 
Subject: StevnFool Port Update - May 2025
Date: 06/02/2025 3:29 PM
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No. of Recommendations: 8
Last post is at: https://www.shrewdm.com/MB?pid=547835796

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 May are below:

	        Jan	Feb	Mar	Apr	Apr	YTD		CAGR	GSD
Me	        2.72%	5.29%	-1.79%	-5.50%	-1.63%	-1.26%		-2.99%	15.76%
									
NASDAQ	        1.49%	-3.80%	-8.21%	0.85%	9.56%	-0.98%		-2.33%	25.71%
DOW JONES	4.71%	-1.43%	-4.04%	-3.17%	4.14%	-0.12%		-0.31%	15.24%
S&P500	        2.69%	-1.27%	-5.57%	-0.86%	6.29%	0.87%		2.13%	16.68%
Index Average	2.96%	-2.17%	-5.94%	-1.06%	6.66%	-0.08%		-0.17%	19.21%

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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