The Annual vs. Monthly IRA Contribution Timing Experiment Version 2. This update covers the initial contribution and purchases in the corresponding Roth IRA accounts in the experiment.
Annual Contribution Roth IRA
| Shares | Price | Total Cost | Market Value | $ Gain/Loss |
|---|---|---|---|---|
| 312.50 | 17.60 | 5,500.00 | 5,500.00 | 0.00 |
Account Summary:
- 01/01/2014 – Contributed $5,500.00
- 01/02/2014 – Purchased mutual fund (VTIVX)
Monthly Contribution Roth IRA
| Shares | Price | Total Cost | Market Value | $ Gain/Loss |
|---|---|---|---|---|
| 56.82 | 17.60 | 1,000.00 | 1,000.00 | 0.00 |
Account Summary:
- 01/01/2014 – Contributed $1,000.00
- 01/02/2014 – Purchased mutual fund (VTIVX)
Annual vs. Monthly IRA Account Comparison
| Account | % Monthly Return | Total % Gain/Loss |
|---|---|---|
| Annual | 0.00 | 0.00 |
| Monthly | 0.00 | 0.00 |
Analysis:
- No changes have occurred in the account.
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