The Annual vs. Monthly IRA Contribution Timing Experiment January 2015 Update.
Annual Contribution Roth IRA
Shares | Price | Total Cost | Market Value | $ Gain/Loss |
---|---|---|---|---|
614.12 | 18.37 | 11,120.63 | 11,281.31 | 160.68 |
Account Summary:
- 01/01/2015 – Contributed $5,500.00
- 01/02/2015 – Purchased mutual fund (VTIVX)
Monthly Contribution Roth IRA
Shares | Price | Total Cost | Market Value | $ Gain/Loss |
---|---|---|---|---|
332.21 | 18.37 | 6,074.68 |