Annual vs. Monthly IRA Contribution Experiment – September 2014 Update

The Annual vs. Monthly IRA Contribution Timing Experiment September 2014 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.61 5,500.00 5,815.62 315.62

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
236.08 18.61 4,272.00 4,393.53 121.53

Account Summary:

  • 09/01/2014
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Annual vs. Monthly IRA Contribution Experiment – August 2014 Update

The Annual vs. Monthly IRA Contribution Timing Experiment August 2014 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 19.14 5,500.00 5,981.25 481.25

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
214.72 19.14 3,863.00 4,109.65 246.65

Account Summary:

  • 08/01/2014
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Annual vs. Monthly IRA Contribution Experiment – July 2014 Update

The Annual vs. Monthly IRA Contribution Timing Experiment July 2014 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.57 5,500.00 5,803.13 303.13

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
192.63 18.57 3,454.00 3,577.16 123.16

Account Summary:

  • 07/01/2014
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Annual vs. Monthly IRA Contribution Experiment – June 2014 Update

The Annual vs. Monthly IRA Contribution Timing Experiment June 2014 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.89 5,500.00 5,903.13 403.13

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
171.12 18.89 3,045.00 3,232.39 187.39

Account Summary:

  • 06/01/2014
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Annual vs. Monthly IRA Contribution Experiment – May 2014 Update

The Annual vs. Monthly IRA Contribution Timing Experiment May 2014 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.50 5,500.00 5,781.25 281.25

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
149.03 18.50 2,636.00 2,757.09 121.09

Account Summary:

  • 05/01/2014
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