Monthly update. Couldn't hold green for the year, but I think that will just make
next year that much better. Yield sure did go down. Lol!
Positions went from last Dec. 92 to current 54.
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%
Oct. Total.... $994,587.29..... $924,716.08..... $69,871.21..... 7.6%.. $14,618.20... 1.5%
Nov. Total.. $1,061,744.46..... $994,587.29..... $67,157.17..... 6.8%.. $14,600.02... 1.4%
Dec. Total.....$945,013.68....$1,061,744.46....($116,730.78)....(11.0)% $12,755.05... 1.3%
Since Jan. 1, 2022:
S+P 500 4766 to 3872 =…........-15.9%
My IRA $967,388 to $1,061,744 = -2.3%
Since inception Jan. 1, 2010:
***Now using this for long term S+P return w/dividend reinvest: etfreplay.com SPY
Updated on time, using start date 12/31/2009
S+P 500 Since Dec. 31, 2009 =...+340.0%
My IRA $178,518 to $1,061,744 = +429.4%
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So far, choosing to move away from dividends has been the best thing I could have done.
S+P 500 2507 to 3231 =….......+28.88%
My IRA $278,537 to $434,148 = +55.86%
2020 returns:
S+P 500 3231 to 3756 =…...…...+16.25%
My IRA $434,148 to $645,138 = +48.60%
2021 returns:
S+P 500 3756 to 4766 =….......+28.70%
My IRA $645,138 to $967,388 = +49.94%
2022 returns
S+P 500 4766 to 3840...... -18.2%
My IRA 967,388 to 945,116 = -2.3% |
