| | | Steve, I don't know why the large increase in 2011. I just looked to see if I could pull up the year end statement for 2011 but it's no longer available, I can only go back to 2012.
At the end of 2010, this portfolio had $46,110 in the taxable account, at the end of 2012 it was $62,352 so it had a lot of growth in 2011 and 2012, I just don't know where that growth came from, I can't recall that far back.
He had just started his Roth in 2011 so that's the first year I have numbers for it.
Back then I included his TSP but I don't include that anymore, it's strictly his taxable and Roth accounts.
It was hard for me to keep up with his TSP because the site constantly required him to change user ID and passwords and many times he didn't have access to a computer due to where he was at the time so I stopped including that. When he rolls that over in a year or so, I'll start adding that back in.
Again, I don't recall what caused that increase but I did write all the end of year numbers down in a spiral notebook and I still have that information.
He was investing $6,000 in cash - $500 per month. He had $2,404.02 in dividends that were reinvested.
His $35 into his TSP at the time was bi-weekly I believe, so that was $70 per month or another $840.
He might have added some extra cash from a reenlistment bonus but I don't remember to be honest.
I do know the end of year results posted were accurate though and that the results posted included the cash contributions. |
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