Monthly update. Up and down we go.
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%
Aug. Total $1,011,624.76... $1,041,345.75.... ($29,720.99)... (2.9)%. $22,717.39... 2.2%
YOC: 12.72% = $22,717 / $178,518
Since Jan. 1, 2022:
S+P 500 4766 to 3955 =…........-17.01%
My IRA $967,388 to $1,011,624 = +4.57%
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 12/31/2009
S+P 500 Since Dec. 31, 2009 =....+352.1%
My IRA $178,518 to $1,011,624 = ..+466.6% |
