Deposits Grew To:
11/22/06 2000 11654.26 <== Into Coverdell Education Savings Account for Child #1
04/12/07 4000 21220.52 <== Into Roth IRA for Spouse
04/12/07 4000 21220.52 <== Into Roth IRA for Me
06/26/07 2000 10093.59 <== Into Coverdell Education Savings Account for Child #1
01/02/08 4000 17789.05 <== Into Roth IRA for Me
01/02/08 4000 17789.05 <== Into Roth IRA for Spouse
05/28/08 5000 20163.67 <== Into Roth IRA for Me
05/28/08 5000 20163.67 <== Into Roth IRA for Spouse
06/10/08 2000 7995.98 <== Into Coverdell Education Savings Account for Child #1
02/24/11 3000 6209.74 <== Into Roth IRA for Spouse
08/01/11 5000 9316.43 <== Into Roth IRA for Me
09/23/11 2500 4496.75 <== Into Roth IRA for Spouse
10/17/11 500 885.1 <== Into Roth IRA for Spouse
01/17/12 25056.11 41719.64 <== Rollover from 401k into Traditional IRA for Spouse
01/20/12 -10520 -17481.37 <== Rollover to PMCP from Roth IRA for Spouse
01/20/12 -10530 -17497.98 <== Rollover to PMCP from Roth IRA for Me
02/28/12 2000 3238.29 <== Into Roth IRA for Spouse
11/05/12 -2000 -2740.06 <== Withdrawal from Spouse's Roth IRA
12/21/12 2000 2657.43 <== Into Roth IRA for Spouse
01/09/13 1500 1968.03 <== Into Roth IRA for Spouse
01/24/13 1500 1948.48 <== Into Roth IRA for Spouse
01/25/13 97745.61 126885.59 <== Rollover from 401k into Traditional IRA for Me
02/21/13 1500 1912.5 <== Into Roth IRA for Me
03/04/13 2000 2531.4 <== Into Roth IRA for Me
03/20/13 1500 1878.44 <== Into Roth IRA for Me
03/20/13 3000 3756.87 <== Into Roth IRA for Me
08/30/13 2000 2247.07 <== Into Roth IRA for Me
09/04/13 1000 1119.8 <== Into Roth IRA for Spouse
09/12/13 1500 1670.78 <== Into Roth IRA for Spouse
09/26/13 500 551.76 <== Into Roth IRA for Me
09/27/13 2000 2205.58 <== Into Roth IRA for Spouse
10/28/13 1000 1080.27 <== Into Roth IRA for Spouse
11/08/13 2000 2144.78 <== Into Coverdell Education Savings Account for Child #2
11/22/13 2000 2124.88 <== Into Coverdell Education Savings Account for Child #3
12/06/13 2000 2105.18 <== Into Coverdell Education Savings Account for Child #1
01/02/14 2750 2843.06 <== Into Roth IRA for Me
03/18/14 -2491.72 -2589.61 <== Into Roth IRA for Spouse
Today's Date: 05/23/14
ROI (annual %): 22.61
Final Balance: 309967.78
Had I invested all the above deposits into a bond returning 22.61% per year, we would have a balance of $309,967.78 today.
The following image summarizes my family's brokerage account balances totaling $309,972.6:
Gold since November 22, 2006 has appreciated 9.81% per year on average.
You can review my February 21, 2014 post to verify the above data through then. The following seven images show all my deposits since then:
The following seven images show the current balances in all seven brokerage accounts:
I have lost ground in the past three months. Still, not bad for a pothead:
