Monthly update. It sure felt much worse, and would have been without the big December fall.
Investment / CurrentValue / PriorValue / PeriodChange %Change /EstimatedIncome /EstimatedYield
Dec. Total.....$945,013.68....$1,061,744.46....($116,730.78)....(11.0)% $12,755.05... 1.3%
Jan. Total.....$938,163.82.... $945,013.68......... ($6,849.86).... (0.7)%. $12,094.11... 1.3%
Since Jan. 1, 2022:
S+P 500 3872 to 4076 =…........+6.3%
My IRA $945,013 to $938,163 = -0.7%
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 =..+367.7%
My IRA $178,518 to $938,163 = +425.52% |
