Last post is at:
[https://discussion.fool.com/stevnfool-port-update-jul-2022-35150...](https://discussion.fool.com/stevnfool-port-update-jul-2022-35150097.aspx)
To get an explanation of how my portfolio was made up at the start of
2022 and the implications of currencies on my reported numbers, please
see:
[https://discussion.fool.com/stevnfool-port-update-2021-35015168....](https://discussion.fool.com/stevnfool-port-update-2021-35015168.aspx)
My numbers updated for August are below:
Jan Feb Mar Apr May Jun Jul Aug YTD CAGR GSD
Me 1.53% 1.15% 10.18% -3.08% -1.33% -7.25% 10.11% -3.29% 6.87% 10.48% 23.72%
NASDAQ -8.80% -3.35% 3.64% -13.28% -1.91% -8.49% 12.52% -4.60% -23.68% -33.30% 32.62%
DOW JONES -3.30% -3.19% 2.44% -4.91% 0.39% -6.56% 6.81% -3.78% -12.08% -17.57% 16.54%
S&P500 -5.27% -2.96% 3.76% -8.78% 0.23% -8.25% 9.21% -4.08% -16.18% -23.27% 23.84%
Index Average -5.79% -3.17% 3.28% -8.99% -0.43% -7.77% 9.51% -4.15% -17.31% -24.71% 24.33%
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
9 Likes
You’re killin’ it!
Congrats!
John