Money, Nursing, Food, Life.
by Long Pham
The Monthly vs. Yearly IRA contribution timing experiment February 2012 update.
| Fund | Shares | Price | Cost Basis | Market Value | Gain/Loss | Gain/Loss % |
|---|---|---|---|---|---|---|
| VTSMX | 102.33 | 34.28 | 3,250.00 | 3,507.87 | 257.87 | 7.93 |
| VGTSX | 93.07 | 14.73 | 1,250.00 | 1,371.00 | 121.00 | 9.68 |
| VBMFX | 45.75 | 11.04 | 502.33 | 505.05 | 2.72 | .54 |
| Totals: | 5,002.33 | 5,383.92 | 381.59 | 7.63 |
Account Summary :
by Long Pham
An Individual Retirement Arrangement (IRA) account is a type of retirement account anyone can set up, as long as they have earned income. In this article, I will be introducing the types of IRA accounts and what they mean to you. Everyone should have an IRA account. An IRA plays an important part of your Continue Reading
by Long Pham
Used car prices rose 3% in 2011, and are on track to jump another 1.8% in 2012. Used cars are still the best deal when it comes to vehicle purchases, but the average sales price has been creeping up since the start of the financial crisis. If you’re in the market for a used vehicle, Continue Reading
by Long Pham
The Monthly vs. Yearly IRA contribution timing experiment January 2012 update.
| Fund | Shares | Price | Cost Basis | Market Value | Gain/Loss | Gain/Loss % |
|---|---|---|---|---|---|---|
| VTSMX | 102.33 | 32.88 | 3,250.00 | 3,364.61 | 114.61 | 3.53 |
| VGTSX | 93.07 | 14.01 | 1,250.00 | 1,303.98 | 53.98 | 4.32 |
| VBMFX | 45.64 | 11.07 | 501.19 | 505.28 | 4.09 | 0.82 |
| Totals: | 5,001.19 | 5,173.87 | 172.68 | 3.45 |
Account Summary :
by Long Pham
The Monthly vs. Yearly IRA contribution timing experiment has begun.
For every update, I will report each account’s individual performance as well as a side by side comparison. To make it easier to read, the numbers in the tables are rounded and formatted to only two decimal places.
| Fund | Shares | Price |
|---|
by Long Pham
How and when to make contributions to an IRA is a frequently asked question and debatable topic. Those that like to contribute the maximum amount to an IRA at the beginning of the year support the theory of compounding. They believe that if you invest your money early on in the year, it will have Continue Reading
