Personal Mission Statement
To enhance my character by continually seeking self improvement, utilizing the gift of time to nurture personal relationships, and committing to a lifetime of service.
Annual vs. Monthly IRA Contribution Experiment – December 2015 Update
The Annual vs. Monthly IRA Contribution Timing Experiment December 2015 Update. Annual Contribution Roth IRA Shares Price Total Cost Market Value $ Gain/Loss 634.03 17.78 11,479.89 11,273.07 -206.82 Account Summary: 12/28/2015 – Reinvested $237.05 Dividend 12/28/2015 – Reinvested $11.67 Short-Term Capital Gain Distribution 12/28/2015 – Reinvested $110.54 Long-Term Capital Gain Distribution Monthly Contribution Roth IRA Shares Price […]
Annual vs. Monthly IRA Contribution Experiment – November 2015 Update
The Annual vs. Monthly IRA Contribution Timing Experiment November 2015 Update. Annual Contribution Roth IRA Shares Price Total Cost Market Value $ Gain/Loss 614.12 18.71 11,120.63 11,490.11 369.48 Account Summary: No account transactions to report. Monthly Contribution Roth IRA Shares Price Total Cost Market Value $ Gain/Loss 575.13 18.71 10,657.98 10,760.76 102.78 Account Summary: 11/01/2015 – Contributed […]
Annual vs. Monthly IRA Contribution Experiment – October 2015 Update
The Annual vs. Monthly IRA Contribution Timing Experiment October 2015 Update. Annual Contribution Roth IRA Shares Price Total Cost Market Value $ Gain/Loss 614.12 18.74 11,120.63 11,508.53 387.90 Account Summary: No account transactions to report. Monthly Contribution Roth IRA Shares Price Total Cost Market Value $ Gain/Loss 550.93 18.74 10,199.65 10,324.28 124.63 Account Summary: 10/01/2015 – Contributed […]
Annual vs. Monthly IRA Contribution Experiment – September 2015 Update
The Annual vs. Monthly IRA Contribution Timing Experiment September 2015 Update. Annual Contribution Roth IRA Shares Price Total Cost Market Value $ Gain/Loss 614.12 17.60 11,120.63 10,808.44 -312.19 Account Summary: No account transactions to report. Monthly Contribution Roth IRA Shares Price Total Cost Market Value $ Gain/Loss 524.93 17.60 9,741.32 9,238.68 -502.64 Account Summary: 09/01/2015 – Contributed […]