Monthly update. Hanging in there while the market is spastic.
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%
Apr. Total.. $880,654.94... $1,033,961.67... ($153,306.73). (14.8)%.. $20,438.36 2.3%
YOC: 11.45% = $20,438 / $178,518
Since Jan. 1, 2022:
S+P 500 4766 to 4132 =….........-12.92%
My IRA $967,388 to $880,655 = -8.97%
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 end of March
My IRA $178,518 to $880,655 = ..+393.31% |
