Monthly update:
Todays totals: Non-income producing shares: $372,864 / 45.91% of portfolio. Cash +$52,891 = $425,755 / 52.42% non income producing.
Investment / CurrentValue / PriorValue / PeriodChange %Change /EstimatedIncome /EstimatedYield
Mar. Total $858,585.44...... $862,674.97.... ($4,089.53)..... (0.5)%... $21,611.00... 2.5%
Apr. Total $812,206.32...... $858,585.44... ($46,379.12).... (5.4)%... $22,636.66... 2.8%
YOC: 12.68% = $22,636 / $178,518
Since Jan. 1, 2021:
S+P 500 3756 to 4181 =…...…...+11.32%
My IRA $645,138 to $812,206 = +25.90%
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 =.....+350.16%
My IRA $178,518 to $812,206.....+354.97%
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: $7,876 |
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