Monthly update. Feel sure ENPH will give some back somewhere, but 20% ahead of the S&P, should
be able to ride it out. All high yield common I was planning to sell are gone.
Seems about time to start looking at small stocks again. Of course I am usually early.
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%
June Total.. $878,743.61..... $925,856.41.... ($47,112.80).. (5.1)%.. $23,074.64... 2.6%
July Total $1,041,345.75..... $878,743.61.... $162,602.14.... 18.5%.. $22,232.31... 2.1%
YOC: 12.45% = $22,232 / $178,518
Since Jan. 1, 2022:
S+P 500 4766 to 4130 =…........-13.34%
My IRA $967,388 to $1,041,345 = +7.64%
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 =....+369.9% data only to end of March
My IRA $178,518 to $925,856 = ..+483.3%
If one hits an all time high, but trails the market, is that supposed to be good? DVK yesterday:
"My public portfolio is just 3% down from its all-time high, but in the last week or two,
it's begun losing ground to the S&P 500 again." |
