Monthly update.
Investment / CurrentValue / PriorValue / PeriodChange %Change /EstimatedIncome /EstimatedYield
Dec. Total... $748,469.35.... $657,448.01.... $91,021.34...... 13.8%.......$10,629.74..... 1.4%
Jan. Total... $684,199.39.... $748,469.35... ($64,269.96)..... (8.6)%...... $10,649.63.... 1.6%
Feb. Total... $745,009.42.... $684,199.39.... $60,810.03....... 8.9%....... $10,603.25.... 1.4%
Mar. Total... $755,871.48.... $745,009.42.... $10,862.06....... 1.5%....... $10,689.84.... 1.4%
Since Jan. 1, 2023:
S+P 500 from etfreplay.com SPY =…......+8.94%
My IRA $748,469 to $755,871 = -.09%
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 =...+651.9%
My IRA $178,518 to $755,871 =. +317.3%
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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/ $755,871
S&P 12/31/2018 to end 2023. per etfreplay.com
Since 12/31/2018 switch: S&P 128.0% My IRA 171.3% |
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