01-01-2022, 04:02 PM
(This post was last modified: 01-01-2022, 04:12 PM by ken-do-nim.)
I haven't gotten back to yield-on-cost-by-stock spreadsheet tracking, but I think some end of year numbers are worth reporting.
Taxable account Performance
2020: 122.13%
2021: 43.98%
ROTH account performance
2020: 68.94%
2021: 77.87%
Dividends (taxable)
![[Image: b41c4979-7923-4bfd-94ae-18f9b25971f1.png]](http://village.photos/images/user/e757e3f7-e1e2-4d25-8832-1290825314d9/b41c4979-7923-4bfd-94ae-18f9b25971f1.png)
Q3 was bigger than Q4 thanks to RIO. As you can see, it only started to become a DGI account in earnest in Q2 this year, so it's not even a year old yet in that department.
Best single purchase of 2021
That would be 5 shares of TECL on March 30th, up 119.85%
Taxable account Performance
2020: 122.13%
2021: 43.98%
ROTH account performance
2020: 68.94%
2021: 77.87%
Dividends (taxable)
Q3 was bigger than Q4 thanks to RIO. As you can see, it only started to become a DGI account in earnest in Q2 this year, so it's not even a year old yet in that department.
Best single purchase of 2021
That would be 5 shares of TECL on March 30th, up 119.85%