• Skip to content
  • Skip to primary sidebar
  • Skip to footer

Phamily Man

Money, Nursing, Food, Life.

  • Home
  • Money
    • IRA Contribution Timing Experiment
    • Quicken Tutorials
    • Recommended Reading
  • Nursing
  • Food
  • Life

Annual vs. Monthly IRA Contribution Experiment – April 2015 Update

May 26, 2015 by Long Pham

The Annual vs. Monthly IRA Contribution Timing Experiment April 2015 Update.

Annual Contribution Roth IRA

SharesPriceTotal CostMarket Value$ Gain/Loss
614.1219.4111,120.6311,919.99799.36

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

SharesPriceTotal CostMarket Value$ Gain/Loss
404.6019.417,449.677,853.25403.58

Account Summary:

  • 04/01/2015 – Contributed $458.33
  • 04/01/2015 – Purchased mutual fund (VTIVX)

Annual vs. Monthly IRA Account Comparison

Account% Monthly ReturnTotal % Gain/Loss
Annual1.787.19
Monthly1.785.42

Analysis:

  • The U.S. dollar has been increasing while commodities (like oil) have been falling.
  • The respective experimental portfolios picked up in the month of April, with the annual contribution IRA still leading in returns.

IRA Contribution Timing Experiment Updates

  • Facebook
  • Twitter
  • Pinterest
  • Pocket
  • More
  • LinkedIn
  • Google
  • Reddit
  • Email

Related

Category: Money Tags: Budget For Wealth, IRA Experiment

Did you find value in this post?

Share this post with your personal network and submit your e-mail address. I will probably never send you anything.

!
!
Subscribe
Something went wrong. Please check your entries and try again.
« Thirty Four
My Confession »

Reader Interactions

Talk to me, Goose.

Cancel reply

Your email address will not be published. Required fields are marked *

Primary Sidebar

Recent Posts

  • How I Got Into Nursing School in One Year
  • Why I Decided to Become a Nurse
  • Now or Never
  • Don’t Start Over, Take a New Direction
  • Annual vs. Monthly IRA Contribution Experiment – December 2015 Update

Popular Posts

  • The Difference Between Financial Freedom And Financial Independence
  • Should You Make Monthly Or Yearly Contributions To An IRA?
  • Los Angeles Zoo Membership Discount
  • Annual vs. Monthly IRA Contribution Experiment – December 2015 Update
  • How I Got Into Nursing School in One Year
  • Why I Decided to Become a Nurse
  • Quicken Tutorial: How To Add A 401k, 403b, or 457 Account
  • The Pastrami Conspiracy

Footer

Keep In Touch

  RSS Feed
  YouTube | Vlog & Video Tutorials
  Facebook | Commentary
  Twitter | Random Thoughts
  Instagram | Photos
  Pinterest | Interesting Things
  Google+ | Blog Feed

Categories

Archives

  • Contact
  • About
  • Disclosure
  • Privacy Policy
  • Terms Of Use

Copyright © 2018 Phamily Man

loading Cancel
Post was not sent - check your email addresses!
Email check failed, please try again
Sorry, your blog cannot share posts by email.