Posting this for posterity. Started switching my daughters taxable account in Dec. 2018, same as mine,
except this account was for gains only. Dividend stocks only if I thought they could beat the market over the
next year.
All 2021 trades listed.
InvestmentCurrentValue / PriorValue / PeriodChange / %Change / EstimatedIncome / Estimated Yield
End Dec. 2019.... Total .$88,766.81..... $79,601.42... $9,165.39.. 11.5%.... $404.72.. 0.5%
End Dec. 2020.....Total $279,397.44.. $238,435.70.. $40,961.74.. 17.2%. $1,639.71.. 0.6%
End Dec. 2021 ... Total $332,955.72.. $390,984.33.. ($58,028.61). (14.8)%. $2,667.62 0.8%
Only Dec. trades:
12/03/2021 10:01:23 Bought 10 ENPH @ 224-2,240.00
12/31/2021 14:36:07 Bought 3 ENPH @ 183.98 -551.94
Only a 19.16% return this year. Hope she isn't angry after last years 214.75%.
Since Dec. 31st 2019: Account +275.09% S&P with dividends reinvested 47.26% |
