The Monthly vs. Annual lump-sum IRA contribution timing experiment November 2013 update.
Annual Contribution Roth IRA
Fund | Shares | Price | Cost Basis | Market Value | Gain/Loss | Gain/Loss % |
---|---|---|---|---|---|---|
VTSMX | 203.61 | 45.70 | 6,960.79 | 9,304.98 | 2,344.19 | 33.68 |
VGTSX | 188.71 | 16.69 | 2,707.67 | 3,149.57 | 441.90 | 16.32 |
VBMFX | 104.58 | 10.66 | 1,152.51 | 1,114.84 | -37.67 | -3.27 |
Totals: | 10,820.97 | 13,569.39 | 2,748.42 | 25.40 |
Account Summary : Continue Reading