Monthly update:
Todays totals: Non-income producing shares: $414,856 / 49.36% of portfolio. Cash +$49,544 = $464,400 / 55.26% non income producing.
Investment / CurrentValue / PriorValue / PeriodChange %Change /EstimatedIncome /EstimatedYield
Apr. Total $812,206.32...... $858,585.44... ($46,379.12).... (5.4)%... $22,636.66... 2.8%
May Total $840,380.88..... $812,206.32..... $28,174.56...... 3.5%.... $23,978.20... 2.9%
YOC: 13.43% = $23,978 / $178,518
Since Jan. 1, 2021:
S+P 500 3756 to 4204 =…...…...+11.93%
My IRA $645,138 to $840,380 = +30.26%
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 =.....+358.76%
My IRA $178,518 to $840,380.....+370.75%
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: $9,087 |
