Noticed I used the right number in the calculation, but didn't update to the right number:
S+P 500 3756 to 4567 ( 4766 )=…........+28.70%
Monthly update: Nothing like a challenge, starting the year 5.5% behind the S&P. Actually, I thought it was
much worse. On beating the S&P 500 fifteen years in a row, Bill Miller said it was partly because of the way
the calendar fell against the market. True, but that makes the challenge even greater.
After being horrendously behind the S&P, I had overtaken it, but now back behind. I believe that is
temporary, but I have been wrong before.
Best thing I ever did was quit being all in on dividends end of 2018:
2019 returns:
S+P 500 2507 to 3231 =….........+28.88%
My IRA $278,537 to $434,148 = +55.86%
2020 returns:
S+P 500 3231 to 3756 =…...…...+16.25%
My IRA $434,148 to $645,138 = +48.60%
2021 returns:
S+P 500 3756 to 4766 =….........+28.70%
My IRA $645,138 to $967,388 = +49.94%
Investment / CurrentValue / PriorValue / PeriodChange %Change /EstimatedIncome /EstimatedYield
Dec. Total. $967,388.55.... $1,064,954.57..... ($97,566.02)...... (9.2)%.. $33,681.71... 3.5%
Jan. Total. $862,349.56..... $967,388.55...... ($105,038.99.....) (10.9)%. $30,177.54... 3.5%
YOC: 16.90% = $30,177 / $178,518
Since Jan. 1, 2022:
S+P 500 4766 to 4516 =…........-5.24%
My IRA $967,388 to $862,349 = -10.86%
Since inception Jan. 1, 2010:
Now using this for long term S+P return w/dividend reinvest: dqydj.com
S+P 500 Since Jan. 1, 2010 =......+408.85%
My IRA $178,518 to $862,349 = ..+383.06% |
