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Strategies & Market Trends : Longer term short term day trades. -- Ignore unavailable to you. Want to Upgrade?


To: Steve Felix who wrote (1214)5/2/2022 9:50:03 AM
From: Steve Felix1 Recommendation

Recommended By
Graustus

  Read Replies (1) | Respond to of 1922
 
Monthly update. Hanging in there while the market is spastic.

Investment / CurrentValue / PriorValue / PeriodChange %Change /EstimatedIncome /EstimatedYield

Jan. Total.. $862,349.56..... $967,388.55..... ($105,038.99) (10.9)%. $30,177.54... 3.5%
Feb. Total.. $925,434.90..... $862,349.56..... $63,085.34.... 7.3%... $25,658.07... 2.8%
Mar. Total $1,033,961.67..... $925,434.90.... $108,526.77... 11.7%... $25,278.98... 2.4%
Apr. Total.. $880,654.94... $1,033,961.67... ($153,306.73). (14.8)%.. $20,438.36 2.3%

YOC: 11.45% = $20,438 / $178,518

Since Jan. 1, 2022:

S+P 500 4766 to 4132 =….........-12.92%
My IRA $967,388 to $880,655 = -8.97%

Since inception Jan. 1, 2010:

Now using this for long term S+P return w/dividend reinvest: dqydj.com

S+P 500 Since Jan. 1, 2010 =....+370.54% data only to end of March
My IRA $178,518 to $880,655 = ..+393.31%