Monthly update. Managing a little cushion.
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%
May Total... $925,856.41..... $880,654.94..... $45,201.47... 5.1%.... $21,778.20... 2.4%
YOC: 12.19% = $21,778 / $178,518
Since Jan. 1, 2022:
S+P 500 4766 to 4132 =….........-12.92% amazing, the same as a month earlier
My IRA $967,388 to $925,856 = -4.29%
Since inception Jan. 1, 2010:
***Now using this for long term S+P return w/dividend reinvest: etfreplay.com
Updated on time, using start date 01/01/2010
S+P 500 Since Jan. 1, 2010 =....+361.10% data only to end of March
My IRA $178,518 to $925,856 = ..+418.63% |
