Deposits Grew To:
11/22/06 2000 9104.05 <== Into Coverdell Education Savings Account for Child #1
04/12/07 4000 16884.27 <== Into Roth IRA for Spouse
04/12/07 4000 16884.27 <== Into Roth IRA for Me
06/26/07 2000 8109.89 <== Into Coverdell Education Savings Account for Child #1
01/02/08 4000 14651.1 <== Into Roth IRA for Me
01/02/08 4000 14651.1 <== Into Roth IRA for Spouse
05/28/08 5000 16927.89 <== Into Roth IRA for Me
05/28/08 5000 16927.89 <== Into Roth IRA for Spouse
06/10/08 2000 6724.19 <== Into Coverdell Education Savings Account for Child #1
02/24/11 3000 5940.05 <== Into Roth IRA for Spouse
08/01/11 5000 9097.12 <== Into Roth IRA for Me
09/23/11 2500 4421.31 <== Into Roth IRA for Spouse
10/17/11 500 872.97 <== Into Roth IRA for Spouse
01/17/12 25056.11 41644.27 <== Rollover from 401k into Traditional IRA for Spouse
01/20/12 -10520 -17456.61 <== Rollover to PMCP from Roth IRA for Spouse
01/20/12 -10530 -17473.2 <== Rollover to PMCP from Roth IRA for Me
02/28/12 2000 3250.17 <== Into Roth IRA for Spouse
11/05/12 -2000 -2841.51 <== Withdrawal from Spouse's Roth IRA
12/21/12 2000 2772.39 <== Into Roth IRA for Spouse
01/09/13 1500 2058.25 <== Into Roth IRA for Spouse
01/24/13 1500 2041.79 <== Into Roth IRA for Spouse
01/25/13 97745.61 132979.35 <== Rollover from 401k into Traditional IRA for Me
02/21/13 1500 2011.41 <== Into Roth IRA for Me
03/04/13 2000 2666.13 <== Into Roth IRA for Me
03/20/13 1500 1982.55 <== Into Roth IRA for Me
03/20/13 3000 3965.09 <== Into Roth IRA for Me
08/30/13 2000 2422.5 <== Into Roth IRA for Me
09/04/13 1000 1208.01 <== Into Roth IRA for Spouse
09/12/13 1500 1804.28 <== Into Roth IRA for Spouse
09/26/13 500 596.94 <== Into Roth IRA for Me
09/27/13 2000 2386.46 <== Into Roth IRA for Spouse
10/28/13 1000 1173.59 <== Into Roth IRA for Spouse
11/08/13 2000 2333.4 <== Into Coverdell Education Savings Account for Child #2
11/22/13 2000 2315.98 <== Into Coverdell Education Savings Account for Child #3
12/06/13 2000 2298.69 <== Into Coverdell Education Savings Account for Child #1
01/02/14 2750 3115.34 <== Into Roth IRA for Me
03/18/14 -2491.72 -2711.65 <== Into Roth IRA for Spouse
07/07/14 1000 1025.48 <== Into Roth IRA for Spouse
07/18/14 1000 1019.46 <== Into Roth IRA for Spouse
Today's Date: 08/23/14
ROI (annual %): 21.58
Final Balance: 317784.66
Had I invested all the above deposits into a bond returning 21.58% per year, we would have a balance of $317,784.66 today.
The following image summarizes my family's brokerage account balances totaling $317,791.39:
Gold since November 22, 2006 has appreciated 9.60% per year on average.
You can review my May 23, 2014 post to verify the above data through then. The following seven images show all my deposits since then:
You may have noticed in the above image of my deposits into my TradeKing account that this image is not current. This image is eleven days old. The reason is that on August 12, 2014 I transferred my Roth IRA from TradeKing to Charles Schwab. The following two images show the transfer of my Roth IRA assets from TradeKing to Charles Schwab. Notice how TradeKing charged me $99.99 for leaving it.
The following images show the current balances in all seven brokerage accounts:
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