Monthly update. Third time ending monthly behind the S&P since I quit monthlys on the other
board. Others were 10/21 and 2/22.
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%
Feb. Total.... $897,322.15.... $938,163.82.........($40,841.67).... (4.4)%. $11,864.47... 1.3%
Mar. Total.... $904,252.28.... $897,322.15.......... $6,930.13........ 0.8%.. $11,821.86....1.3%
Apr. Total.... $835,251.79.... $904,252.28........ ($69,000.49).......(7.6)%. $11,604.53... 1.4%
Since Jan. 1, 2022:
S+P 500 3872 to 4169 =….........+9.2%
My IRA $945,013 to $835,251 = -11.61%
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 =...+380.4%
My IRA $178,518 to $897,322 =.. +362.27% |
