The Annual vs. Monthly IRA Contribution Timing Experiment August 2015 Update.
Annual Contribution Roth IRA
Shares | Price | Total Cost | Market Value | $ Gain/Loss |
---|---|---|---|---|
614.12 | 18.13 | 11,120.63 | 11,133.92 | 13.29 |
Account Summary:
- No account transactions to report.
Monthly Contribution Roth IRA
Shares | Price | Total Cost | Market Value | $ Gain/Loss |
---|---|---|---|---|
498.96 | 18.13 | 9,282.99 | 9,046.09 | -236.90 |
Account Summary:
- 08/01/2015