Monthly update. Don't know that I was ever so glad that a year was over. Not so much the market, but
personal/family stuff. Problems with the market, were as normal, all my own making. When the shiite got
bad, the thing to do would have been to just forget about the portfolio/market, and come back later. As I
always say, it is what it is.
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%
Dec. Total... $748,469.35.... $657,448.01.... $91,021.34...... 13.8%.......$10,629.74..... 1.4%
Since Jan. 1, 2023:
S+P 500 3872 to 4769 =….......+23.2%
My IRA $945,013 to $748,469 = -20.7%
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 =...+455.2%
My IRA $178,518 to $748,469 =.. +319.26%
________________________________________________
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.
Dec 31,2018 to end 2023.: My IRA $278,537/$748,469
S&P 12/31/2018 to end 2023. per etfreplay.com
Since 12/31/2018 switch: S&P 106.5% My IRA 168.7%
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 350 |
