Last post is at:
[https://discussion.fool.com/stevnfool-port-update-jun-2022-35137...](https://discussion.fool.com/stevnfool-port-update-jun-2022-35137974.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 July are below:
Jan Feb Mar Apr May Jun Jul YTD CAGR GSD
Me 1.53% 1.15% 10.18% -3.08% -1.33% -7.25% 10.11% 10.51% 18.69% 24.74%
NASDAQ -8.80% -3.35% 3.64% -13.28% -1.91% -8.49% 12.52% -20.00% -31.77% 35.55%
DOW JONES -3.30% -3.19% 2.44% -4.91% 0.39% -6.56% 6.81% -8.63% -14.34% 17.56%
S&P500 -5.27% -2.96% 3.76% -8.78% 0.23% -8.25% 9.21% -12.61% -20.65% 25.73%
Index Average -5.79% -3.17% 3.28% -8.99% -0.43% -7.77% 9.51% -13.75% -22.25% 26.28%
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
10 Likes