Monthly update. Up and down we go. How far down is yet to be seen.
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%
Sept. Total. $924,716.08... $1,011,624.76.... ($86,908.68)... (8.6)%. $15,623.50... 1.7%
YOC - no longer worth tracking since this portfolio is now for growth, not income.
Last note on YOC: End Sept. David Van Knapps portfolio yield was 3.5%, YOC 12.8%.
If I traded everything for what he holds, at 3.5%, my income would be $32,365, for a YOC of 18.12%.
Since Jan. 1, 2022:
S+P 500 4766 to 3586 =…........-23.9%
My IRA $967,388 to $924,716 = -4.4%%
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 =....+309%
My IRA $178,518 to $924,716 = ..+419% |
