The table below shows the dates and amounts of all deposits to my family's seven brokerage accounts since I started investing in 2006. The table below also shows how much each deposit would have grown to had I invested them in a bond that returns 17.43% per year. You can also manipulate the table below in this spreadsheet.
Deposits Grew To:
11/22/06 2000 20036.22 <== Into Coverdell Education Savings Account for Child #1
04/12/07 4000 37660.44 <== Into Roth IRA for Spouse
04/12/07 4000 37660.44 <== Into Roth IRA for Me
06/26/07 2000 18218.59 <== Into Coverdell Education Savings Account for Child #1
01/02/08 4000 33513.14 <== Into Roth IRA for Me
01/02/08 4000 33513.14 <== Into Roth IRA for Spouse
05/28/08 5000 39266.07 <== Into Roth IRA for Me
05/28/08 5000 39266.07 <== Into Roth IRA for Spouse
06/10/08 2000 15616.79 <== Into Coverdell Education Savings Account for Child #1
02/24/11 3000 15155.76 <== Into Roth IRA for Spouse
08/01/11 5000 23562.18 <== Into Roth IRA for Me
09/23/11 2500 11509.37 <== Into Roth IRA for Spouse
10/17/11 500 2277.68 <== Into Roth IRA for Spouse
01/17/12 25056.11 109608.66 <== Rollover from 401k into Traditional IRA for Spouse
01/20/12 -10520 -45959.29 <== Rollover to PMCP from Roth IRA for Spouse
01/20/12 -10530 -46002.98 <== Rollover to PMCP from Roth IRA for Me
02/28/12 2000 8588.76 <== Into Roth IRA for Spouse
11/05/12 -2000 -7690.19 <== Withdrawal from Spouse's Roth IRA
12/21/12 2000 7536.01 <== Into Roth IRA for Spouse
01/09/13 1500 5604.92 <== Into Roth IRA for Spouse
01/24/13 1500 5568.03 <== Into Roth IRA for Spouse
01/25/13 97745.61 362674.03 <== Rollover from 401k into Traditional IRA for Me
02/21/13 1500 5499.81 <== Into Roth IRA for Me
03/04/13 2000 7297.65 <== Into Roth IRA for Me
03/20/13 1500 5434.82 <== Into Roth IRA for Me
03/20/13 3000 10869.64 <== Into Roth IRA for Me
08/30/13 2000 6744.61 <== Into Roth IRA for Me
09/04/13 1000 3364.89 <== Into Roth IRA for Spouse
09/12/13 1500 5029.59 <== Into Roth IRA for Spouse
09/26/13 500 1666.23 <== Into Roth IRA for Me
09/27/13 2000 6661.98 <== Into Roth IRA for Spouse
10/28/13 1000 3285.83 <== Into Roth IRA for Spouse
11/08/13 2000 6539.92 <== Into Coverdell Education Savings Account for Child #2
11/22/13 2000 6499.73 <== Into Coverdell Education Savings Account for Child #3
12/06/13 2000 6459.79 <== Into Coverdell Education Savings Account for Child #1
01/02/14 2750 8777.25 <== Into Roth IRA for Me
03/18/14 -2491.72-7694.57 <== Into Roth IRA for Spouse
07/07/14 1000 2940.77 <== Into Roth IRA for Spouse
07/18/14 1000 2926.56 <== Into Roth IRA for Spouse
09/10/14 12224.18 34934.32 <== Rollover from 401k into Traditional IRA for Spouse
10/03/14 2000 5658.02 <== Into Roth IRA for Spouse
10/23/14 2750 7711.58 <== Into Roth IRA for Me
10/23/14 1500 4206.31 <== Into Roth IRA for Spouse
10/23/14 2000 5608.42 <== Into Coverdell Education Savings Account for Child #2
10/23/14 2000 5608.42 <== Into Coverdell Education Savings Account for Child #3
10/23/14 2000 5608.42 <== Into Coverdell Education Savings Account for Child #1
01/02/15 5500 14948.49 <== Into Roth IRA for Me
01/02/15 5500 14948.49 <== Into Roth IRA for Spouse
12/05/16 3789.74 7558.31 <== Rollover from 401k into Traditional IRA for Me
02/02/17 -6171.88 -11993.65 <== Into Roth IRA for Spouse
08/23/17 -11548.89 -20532.88 <== Into Roth IRA for Spouse
03/02/18 -11000.03 -17979.71 <== Into Roth IRA for Spouse
08/23/18 -2033.93 -3079.32 <== Into Roth IRA for Spouse
09/10/19 33852.59 43298.96 <== Rollover from 401k into Traditional IRA for Spouse
Today's Date: 03/22/21
ROI (annual %): 17.43
Final Balance: 905991.93
04/12/07 4000 37660.44 <== Into Roth IRA for Spouse
04/12/07 4000 37660.44 <== Into Roth IRA for Me
06/26/07 2000 18218.59 <== Into Coverdell Education Savings Account for Child #1
01/02/08 4000 33513.14 <== Into Roth IRA for Me
01/02/08 4000 33513.14 <== Into Roth IRA for Spouse
05/28/08 5000 39266.07 <== Into Roth IRA for Me
05/28/08 5000 39266.07 <== Into Roth IRA for Spouse
06/10/08 2000 15616.79 <== Into Coverdell Education Savings Account for Child #1
02/24/11 3000 15155.76 <== Into Roth IRA for Spouse
08/01/11 5000 23562.18 <== Into Roth IRA for Me
09/23/11 2500 11509.37 <== Into Roth IRA for Spouse
10/17/11 500 2277.68 <== Into Roth IRA for Spouse
01/17/12 25056.11 109608.66 <== Rollover from 401k into Traditional IRA for Spouse
01/20/12 -10520 -45959.29 <== Rollover to PMCP from Roth IRA for Spouse
01/20/12 -10530 -46002.98 <== Rollover to PMCP from Roth IRA for Me
02/28/12 2000 8588.76 <== Into Roth IRA for Spouse
11/05/12 -2000 -7690.19 <== Withdrawal from Spouse's Roth IRA
12/21/12 2000 7536.01 <== Into Roth IRA for Spouse
01/09/13 1500 5604.92 <== Into Roth IRA for Spouse
01/24/13 1500 5568.03 <== Into Roth IRA for Spouse
01/25/13 97745.61 362674.03 <== Rollover from 401k into Traditional IRA for Me
02/21/13 1500 5499.81 <== Into Roth IRA for Me
03/04/13 2000 7297.65 <== Into Roth IRA for Me
03/20/13 1500 5434.82 <== Into Roth IRA for Me
03/20/13 3000 10869.64 <== Into Roth IRA for Me
08/30/13 2000 6744.61 <== Into Roth IRA for Me
09/04/13 1000 3364.89 <== Into Roth IRA for Spouse
09/12/13 1500 5029.59 <== Into Roth IRA for Spouse
09/26/13 500 1666.23 <== Into Roth IRA for Me
09/27/13 2000 6661.98 <== Into Roth IRA for Spouse
10/28/13 1000 3285.83 <== Into Roth IRA for Spouse
11/08/13 2000 6539.92 <== Into Coverdell Education Savings Account for Child #2
11/22/13 2000 6499.73 <== Into Coverdell Education Savings Account for Child #3
12/06/13 2000 6459.79 <== Into Coverdell Education Savings Account for Child #1
01/02/14 2750 8777.25 <== Into Roth IRA for Me
03/18/14 -2491.72-7694.57 <== Into Roth IRA for Spouse
07/07/14 1000 2940.77 <== Into Roth IRA for Spouse
07/18/14 1000 2926.56 <== Into Roth IRA for Spouse
09/10/14 12224.18 34934.32 <== Rollover from 401k into Traditional IRA for Spouse
10/03/14 2000 5658.02 <== Into Roth IRA for Spouse
10/23/14 2750 7711.58 <== Into Roth IRA for Me
10/23/14 1500 4206.31 <== Into Roth IRA for Spouse
10/23/14 2000 5608.42 <== Into Coverdell Education Savings Account for Child #2
10/23/14 2000 5608.42 <== Into Coverdell Education Savings Account for Child #3
10/23/14 2000 5608.42 <== Into Coverdell Education Savings Account for Child #1
01/02/15 5500 14948.49 <== Into Roth IRA for Me
01/02/15 5500 14948.49 <== Into Roth IRA for Spouse
12/05/16 3789.74 7558.31 <== Rollover from 401k into Traditional IRA for Me
02/02/17 -6171.88 -11993.65 <== Into Roth IRA for Spouse
08/23/17 -11548.89 -20532.88 <== Into Roth IRA for Spouse
03/02/18 -11000.03 -17979.71 <== Into Roth IRA for Spouse
08/23/18 -2033.93 -3079.32 <== Into Roth IRA for Spouse
09/10/19 33852.59 43298.96 <== Rollover from 401k into Traditional IRA for Spouse
Today's Date: 03/22/21
ROI (annual %): 17.43
Final Balance: 905991.93
Had I invested all the above deposits into a bond returning 17.43% per year, we would have a balance of $905,991.93 today.
The following image summarizes my family's brokerage account balances totaling $905,991.93:
Gold since November 22, 2006 has appreciated 7.34% per year on average.
You can review my January 9, 2021 post to verify the above data through then. The following link leads to images that show all transactions in all seven accounts since January 9, 2021. The transactions are all stock buys and sales, but no deposits and no withdrawals:
The following images are numerous, so you can likely get a better view by clicking the above link.
The following two images show the current balances in all seven brokerage accounts:
The share prices that Schwab and TD Ameritrade display do not always match. So the account values in my spreadsheet are slightly different from the account values that Schwab and TD Ameritrade display.
But the cash balances and share counts in my spreadsheet exactly match the cash balances and share counts that Schwab and TD Ameritrade display.
You can access the folder with all the above images and spreadsheet through this link:
