Saturday, November 16, 2013

I Am Now Beating Gold By Fifteen Percent Per Year For The Past Seven Years

Here are all the deposits that I have made into my family's brokerage accounts since I started investing in 2006:

  Deposits Grew To:
 11/22/06 2000 9870.12 <== Into Coverdell Education Savings Account for Child #1
 04/12/07 4000 18073.09 <== Into Roth IRA for Spouse
 04/12/07 4000 18073.09 <== Into Roth IRA for Me
 06/26/07 2000 8622.23 <== Into Coverdell Education Savings Account for Child #1
 01/02/08 4000 15311.32 <== Into Roth IRA for Me
 01/02/08 4000 15311.32 <== Into Roth IRA for Spouse
 05/28/08 5000 17457.09 <== Into Roth IRA for Me
 05/28/08 5000 17457.09 <== Into Roth IRA for Spouse
 06/10/08 2000 6926.26 <== Into Coverdell Education Savings Account for Child #1
 02/24/11 3000 5595.09 <== Into Roth IRA for Spouse
 08/01/11 5000 8447.25 <== Into Roth IRA for Me
 09/23/11 2500 4085.84 <== Into Roth IRA for Spouse
 10/17/11 500 804.99 <== Into Roth IRA for Spouse
 01/17/12 25056.11 38082.87 <== Rollover from  401k into Traditional IRA for Spouse
 01/20/12 -10520 -15959.39 <== Rollover to PMCP from Roth IRA for Spouse
 01/20/12 -10530 -15974.56 <== Rollover to PMCP from Roth IRA for Me
 02/28/12 2000 2960.95 <== Into Roth IRA for Spouse
 11/05/12 -2000 -2530.56 <== Withdrawal from Spouse's Roth IRA
 12/21/12 2000 2458.75 <== Into Roth IRA for Spouse
 01/09/13 1500 1822.27 <== Into Roth IRA for Spouse
 01/24/13 1500 1805.24 <== Into Roth IRA for Spouse
 01/25/13 97745.61 117562.88 <== Rollover from 401k into Traditional IRA for Me
 02/21/13 1500 1773.89 <== Into Roth IRA for Me
 03/04/13 2000 2348.96 <== Into Roth IRA for Me
 03/20/13 1500 1744.17 <== Into Roth IRA for Me
 03/20/13 3000 3488.34 <== Into Roth IRA for Me
 08/30/13 2000 2100.04 <== Into Roth IRA for Me
 09/04/13 1000 1046.74 <== Into Roth IRA for Spouse
 09/12/13 1500 1562.27 <== Into Roth IRA for Spouse
 09/26/13 500 516.21 <== Into Roth IRA for Me
 09/27/13 2000 2063.57 <== Into Roth IRA for Spouse
 10/28/13 1000 1011.96 <== Into Roth IRA for Spouse
 11/08/13 2000 2010.04 <== Into Coverdell Education Savings Account for Child #2
Today's Date: 11/16/13  
ROI (annual %): 25.66  
Final Balance:   295929.41
 


Had I invested all the above deposits into a bond returning 25.66% per year, we would have a balance of $295,929.41 today.

The following image summarizes my family's brokerage account balances totaling $295,975.42:

 
Gold since November 22, 2006 has appreciated 10.55% per year on average.

You can review my October 19, 2013 post to verify the above data through October 19, 2013.  The following six images show all my deposits since then:



 
 
 






The following five images show the balances in all six brokerage accounts:
 

 
 

 
 
 
 
 
 

Saturday, October 19, 2013

I Am Now Beating Gold By Ten Percent Per Year For The Past Seven Years

Here are all the deposits that I have made into my family's brokerage accounts since I started investing in 2006 (click to enlarge):


Had I invested all the above deposits into a bond returning 21.47% per year, we would have a balance of $260,106.26 today.  The data in the image above are in the text below so that you can verify my calculation:

Deposits Grew To:
11/22/06 2000 7680.17
04/12/07 4000 14248.53
04/12/07 4000 14248.53
06/26/07 2000 6845.16
01/02/08 4000 12372.09
01/02/08 4000 12372.09
05/28/08 5000 14299.94
05/28/08 5000 14299.94
06/10/08 2000 5680.49
02/24/11 3000 5030.38
08/01/11 5000 7706.99
09/23/11 2500 3746.19
10/17/11 500 739.72
01/17/12 25056.11 35295.39
01/20/12 -10520 -14795.37
01/20/12 -10530 -14809.43
02/28/12 2000 2754.96
11/05/12 -2000 -2410.06
12/21/12 2000 2351.7
01/09/13 1500 1746.01
01/24/13 1500 1732.11
01/25/13 97745.61 112810.57
02/21/13 1500 1706.46
03/04/13 2000 2261.98
03/20/13 1500 1682.08
03/20/13 3000 3364.16
08/30/13 2000 2056.19
09/04/13 1000 1025.36
09/12/13 1500 1531.5
09/26/13 500 506.71
09/27/13 2000 2025.74

Today's Date: 10/21/13
ROI (annual %): 21.47
Final Balance: 260106.26


The following image summarizes my family's brokerage account balances totaling $260,113.07:


Gold since November 22, 2006 has appreciated 11.00% per year on average.

You can review my August 24, 2013 post to verify the above data through August 24, 2013.  The following five images show all my deposits since then:


The following five images show the balances in all five brokerage accounts:


Fat Stacks yo.

Saturday, August 24, 2013

I Am Now Beating Gold By Seven Percent Per Year For The Past Seven Years

Here are all the deposits that I have made into my family's brokerage accounts since I started investing in 2006 (click to enlarge):

Had I invested all the above deposits into a bond returning 19.9% per year, we would have a balance of $236,515.03 today. The data in the image above are in the text below so that you can verify my calculation:

        Deposits Grew To:

11/22/06 2000 6819.64
04/12/07 4000 12715.79
04/12/07 4000 12715.79
06/26/07 2000 6125.16
01/02/08 4000 11145.98
01/02/08 4000 11145.98
05/28/08 5000 12950.45
05/28/08 5000 12950.45
06/10/08 2000 5146.8
02/24/11 3000 4721.3
08/01/11 5000 7274.3
09/23/11 2500 3542.55
10/17/11 500 700.11
01/17/12 25056.11 33515.08
01/20/12 -10520 -14050.59
01/20/12 -10530 -14063.95
02/28/12 2000 2619.91
11/05/12 -2000 -2312.52
12/21/12 2000 2260.23
01/09/13 1500 1679.23
01/24/13 1500 1666.75
01/25/13 97745.61 108557.85
02/21/13 1500 1643.71
03/04/13 2000 2179.66
03/20/13 1500 1621.79
03/20/13 3000 3243.58

Today's Date: 08/24/13
ROI (annual %): 19.9
Final Balance: 236515.03

The following image summarizes my family's brokerage account balances totaling $236,523.70:

Gold since November 22, 2006 has appreciated 12.25% per year on average.

You can review my September 22, 2012 post to verify the above data through September 22, 2012.  The following five images show all my deposits since then:

The following five images show the balances in all five brokerage accounts: