Monthly update. S+P having me for breakfast, lunch, and dinner. This is where others quit posting. Makes
no difference. It is what it is.
Punch out list is done. Cleaning Wed. Agent already has the key. Had a call from a friend this evening that
found out we are selling and wants to downsize. Different strokes. I've never understood wanting to live in town.
Plan was to spend the year learning about the little traders. Hope to restart this week.
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%
Since Jan. 1, 2023:
S+P 500 3872 to 4450 =…........+18.9%
My IRA $945,013 to $867,201 = -17.6%
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 =...+423.10%
My IRA $178,518 to $867,201 =.. +335.68% |
