Monthly update. Can say the same thing about most of my life this year: I didn't see this coming.
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%
May Total..... $863,381.34....$835,251.79.....$28,129.55........ 3.4%........ $11,280.05... 1.3%
June Total.... $875,507.58... $863,381.34.... $12,126.24........ 1.4%........ $10,633.69... 1.2%
July Total.....$867,201.75... $875,507.58.... ($8,305.83)...... (0.9)%........ $9,423.60..... 1.1%
Aug. Total... $777,775.60.... $867,201.75... ($89,426.15).... (10.3)%...... $9,348.11..... 1.2%
Sept Total... $699,985.67.... $777,775.60... ($77,789.93).... (10.0)%..... $10,431.92..... 1.5%
Since Jan. 1, 2023:
S+P 500 3872 to 4450 =…........+13.0%
My IRA $945,013 to $699,985 = -25.9%
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 =...+397.3%
My IRA $178,518 to $699,985 =.. +292.1% |
