The Annual vs. Monthly IRA Contribution Timing Experiment May 2014 Update.
Annual Contribution Roth IRA
Shares | Price | Total Cost | Market Value | $ Gain/Loss |
---|---|---|---|---|
312.50 | 18.50 | 5,500.00 | 5,781.25 | 281.25 |
Account Summary:
- No account transactions to report.
Monthly Contribution Roth IRA
Shares | Price | Total Cost | Market Value | $ Gain/Loss |
---|---|---|---|---|
149.03 | 18.50 | 2,636.00 | 2,757.09 | 121.09 |
Account Summary:
- 05/01/2014