Monthly update:
Todays totals: Non-income producing shares: $463,918 / 53.62% of portfolio.Cash +$68,250 = $532,168 / 61.55% non income producing.
Investment / CurrentValue / PriorValue / PeriodChange %Change /EstimatedIncome /EstimatedYield
Feb. Total $862,674.97...... $725,166.27... $137,508.70.... 19.0%... $20,218.23... 2.3%
Mar. Total $858,585.44...... $862,674.97.... ($4,089.53)..... (0.5)%... $21,611.00... 2.5%
YOC: 12.10% = $21,611 / $178,518
Since Jan. 1, 2021:
S+P 500 3756 to 4020 =…...…...+7.03%
My IRA $645,138 to $862,674 = +33.08%
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 =.....+324.11%
My IRA $178,518 to $858,585.....+380.95%
Actual dividends received:
2010 total: $12,317
2011 total: $14,160
2012 total: $16,497
2013 total: $19,421
2014 total: $20,564
2015 total: $19,565
2016 total: $17,634
2017 total: $19,328
2018 total: $17,700
2019 total: $20,914
2020 total: $23,319
2021 total: $5,731
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