Monthly update.
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%
Oct. Total... $578,020.33.... $699,985.67... ($121,965.34)... (17.4)%..... $10,729.78..... 1.9%
Nov. Total... $657,448.01.... $578,020.33.... $79,427.68 ......13.7%...... $10,694.57..... 1.6%
Since Jan. 1, 2023:
S+P 500 3872 to 4568 =….......+20.7%
My IRA $945,013 to $657,448 = -30.4%
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 =...+431%
My IRA $178,518 to $657,448 =.. +268%
________________________________________________
For my dividend friends who think I should go back to that:
Dividend investing for retirement Message Board - Msg: 31963387 (siliconinvestor.com)
S&P was 2760.
Since 12/31/2018 switch: S&P 97.5% My IRA 136%
Dec 31,2018 to end Nov.: My IRA $278,537/$657,448
S&P 12/31/2018 to end OCT. per etfreplay.com
In order of $ size:
ENPH 1940
SEDG 608
AMZN 298
GOOG 286
AAPL 171
UTG 1044
ADBE 45
LOW 106
XLU 313
BIO 61
ISRG 56
CCD 900
PEP 101
SPRY 3346
AVGO 16
PANW 48
RMD 86
RNP 655
APD 40
MPW 2085
VNQ 120
AOD 925
PESI 688
TBLA 1315
ADMA 1025
SDOT 7709
UTSL 115
SURG 300
SILK 175
XAIR 50 |
