Money, Nursing, Food, Life.
by Long Pham
The Monthly vs. Yearly IRA contribution timing experiment August 2012 update.
| Fund | Shares | Price | Cost Basis | Market Value | Gain/Loss | Gain/Loss % |
|---|---|---|---|---|---|---|
| VTSMX | 103.23 | 35.10 | 3,280.56 | 3,623.36 | 342.80 | 10.45 |
| VGTSX | 93.07 | 13.96 | 1,250.00 | 1,299.33 | 49.33 | 3.95 |
| VBMFX | 46.39 | 11.21 | 509.51 | 520.10 | 10.59 | 2.08 |
| Totals: | 5,040.07 | 5,442.79 | 402.72 | 7.99 |
Account Summary :
by Long Pham
The Monthly vs. Yearly IRA contribution timing experiment July 2012 update.
| Fund | Shares | Price | Cost Basis | Market Value | Gain/Loss | Gain/Loss % |
|---|---|---|---|---|---|---|
| VTSMX | 103.23 | 34.25 | 3,280.56 | 3,535.61 | 255.05 | 7.77 |
| VGTSX | 93.07 | 13.59 | 1,250.00 | 1,264.89 | 14.89 | 1.19 |
| VBMFX | 46.30 | 11.23 | 508.43 | 519.94 | 11.51 | 2.26 |
| Totals: | 5,038.99 | 5,320.44 | 281.45 | 5.59 |
Account Summary :
by Long Pham
Saving in regular taxable investment accounts can be a great way to build wealth. Provided you structure your portfolio correctly; taxable accounts can be used to provide tax-efficient investing through capital gains management, give you the ability to use tax gain/loss harvesting to reduce current and future tax liabilities, and diversify your holdings.
Before you Continue Reading
by Long Pham
The Monthly vs. Yearly IRA contribution timing experiment June 2012 update.
| Fund | Shares | Price | Cost Basis | Market Value | Gain/Loss | Gain/Loss % |
|---|---|---|---|---|---|---|
| VTSMX | 103.23 | 33.90 | 3,280.56 | 3,499.48 | 218.92 | 6.67 |
| VGTSX | 93.07 | 13.53 | 1,250.00 | 1,259.31 | 9.31 | 0.74 |
| VBMFX | 46.20 | 11.10 | 507.33 | 512.83 | 5.49 | 1.08 |
| Totals: | 5,037.89 | 5,271.62 | 233.72 | 4.64 |
Account Summary :
by Long Pham
It’s been over a month since I’ve last updated. I had to sacrifice my part-time writing to get things in order in anticipation of the arrival of my baby girl. This included finishing the nursery, escorting my parents to their medical appointments, attending childbirth classes, and many other family responsibilities. It is my hope, since Continue Reading
by Long Pham
The Monthly vs. Yearly IRA contribution timing experiment May 2012 update.
| Fund | Shares | Price | Cost Basis | Market Value | Gain/Loss | Gain/Loss % |
|---|---|---|---|---|---|---|
| VTSMX | 102.74 | 32.78 | 3,264.33 | 3,367.82 | 103.49 | 3.17 |
| VGTSX | 93.07 | 12.77 | 1,250.00 | 1,188.57 | -61.43 | -4.91 |
| VBMFX | 46.10 | 11.12 | 506.22 | 512.64 | 6.42 | 1.27 |
| Totals: | 5,020.55 | 5,069.03 | 48.48 | 0.97 |
Account Summary :
