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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 (1791)7/5/2025 9:33:28 AM
From: Steve Felix2 Recommendations

Recommended By
CusterInvestor
Graustus

  Respond to of 1911
 
Best month in a loooong time.


Since switch from divs, I thought would be needed in retirement.


S&P 12/31/2018 to end March 2025. per S&P 500 Return Calculator, with Dividend Reinvestment 159.57
My IRA 12/31/2018 to end March 2025: $278,537/ $957,885.
Since 12/31/2018 switch: S&P 156.71% My IRA 284.79%.

S+P My IRA

154.98% / 211.16% End January 2025 +56.18%
143.89% / 177.71% End March 2025 +33.82%
156.71% / 220.11% End May 2025 +63.4%
159.57% / 284.79% End June 2025 +125.22%



To: Steve Felix who wrote (1791)8/4/2025 10:40:00 AM
From: Steve Felix1 Recommendation

Recommended By
Graustus

  Read Replies (1) | Respond to of 1911
 
Since switch from divs, I thought would be needed in retirement.

S&P 12/31/2018 to end July 2025. per S&P 500 Return Calculator, with Dividend Reinvestment
My IRA 12/31/2018 to end July 2025: $278,537/ $973,300
Since 12/31/2018 switch: S&P 156.71% My IRA 220.11%.

S+P My IRA

154.98% / 211.16% End January 2025 +56.18%
143.89% / 177.71% End March 2025 +33.82%
156.71% / 220.11% End May 2025 +63.4%

171.04% / 249.43% End July 2025 +78.39