Monthly update: Surprised the income isn't lower, as I haven't been tracking overall income.
I note that with a year and seven months more time on his portfolio, DVK is at 11.6% YOC.
From DVK: "But at the end of February, I was at +268%, the index at +309%.
I am simply amazed that the mantra of: my income goes up every month, year, etc., makes me a
stock market winner, has affected so many. Seems it is like religion. Even in the face of facts
proving that it would have been better to invest in the index, they find reasons to defend it.
As my youngest said after her first introduction to sex ed in grade school: I don't get it, I just don't get it.
Investment / CurrentValue / PriorValue / PeriodChange %Change /EstimatedIncome /EstimatedYield
Jan. Total.. $862,349.56..... $967,388.55..... ($105,038.99) (10.9)%. $30,177.54... 3.5%
Feb. Total.. $925,434.90..... $862,349.56..... $63,085.34.... 7.3%... $25,658.07... 2.8%
Mar. Total $1,033,961.67..... $925,434.90.... $108,526.77... 11.7%... $25,278.98... 2.4%
YOC: 14.16% = $25,278 / $178,518
Since Jan. 1, 2022:
S+P 500 4766 to 4373 =….........-4.61%
My IRA $967,388 to $1,033,961 = +6.88%
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 =....+370.54% data only to March 11th
My IRA $178,518 to $925,434 = ..+479.19%
Every trade has been posted here. |
