|
|
|
|
$5K Portfolio Monthly Performance
(06/01/2009-08/31/2010)
Inception Date: 05/31/2009.
Initial Investment: $5,000.00
Investment Return Target: We want to achieve an annualized 70%-plus return on our investment and try to turn the $5K into one million dollars in ten years.
Our trading strategy for $5K Portfolio is the same as Core Portfolio, please visit our Trading Strategy page.
We started our $5K Portfolio on 06/01/2009. Here is the monthly result via S&P 500 index.
| |
$5K Portfolio |
S&P 500 |
| Date |
Portfolio |
mth G/L |
mth G/L% |
ttll G/L% |
S&P500 |
mth G/L |
mth G/L% |
ttll G/L% |
| 05/2009 |
$5,000.00 |
$0.00 |
+0.00% |
+0.00% |
919.14 |
0 |
+0.00% |
+0.00% |
| 06/2009 |
$4,298.50 |
-$701.50 |
-14.03% |
-14.03% |
919.32 |
+0.18 |
+0.02% |
+0.02% |
| 07/2009 |
$5,404.80 |
+$1,106.30 |
+25.74% |
+8.10% |
987.48 |
+68.16 |
+7.41% |
+7.44% |
| 08/2009 |
$6,749.18 |
+$1,344.38 |
+24.87% |
+34.98% |
1,020.62 |
+33.14 |
+3.36% |
+11.04% |
| 09/2009 |
$9,839.37 |
+$3,090.19 |
+45.79% |
+96.79% |
1,057.08 |
+36.46 |
+3.57% |
+15.01% |
| 10/2009 |
$11,541.79 |
+$1,702.42 |
+17.30% |
+130.84% |
1,036.19 |
-20.89 |
-1.98% |
+12.73% |
| 11/2009 |
$11,191.42 |
-$350.37 |
-3.04% |
+123.83% |
1,095.63 |
+59.44 |
+5.74% |
+19.20% |
| 12/2009 |
$11,317.10 |
+$125.68 |
+1.12% |
+126.34% |
1,121.83 |
+26.20 |
+2.39% |
+22.05% |
| 01/2010 |
$9,997.88 |
-$1,319.22 |
-11.66% |
+99.66% |
1,073.87 |
-47.96 |
-4.28% |
+16.83% |
| 02/2010 |
$10,439.39 |
$441.51 |
+4.42% |
+108.79% |
1,104.49 |
+30.62 |
+2.85% |
+20.17% |
| 03/2010 |
$11,872.16 |
$1,432.77 |
+13.72% |
+137.44% |
1,169.43 |
+64.94 |
+5.88% |
+27.23% |
| 04/2010 |
$12,876.50 |
$1,003.49 |
+8.45% |
+157.51% |
1,186.68 |
+17.25 |
+1.48% |
+29.11% |
| 05/2010 |
$10,876.50 |
-$1,999.15 |
-15.53% |
+117.53% |
1,089.41 |
-97.27 |
-8.20% |
+18.52% |
| 06/2010 |
$10,179.55 |
-$696.95 |
-6.41% |
+103.59% |
1,030.71 |
-58.70 |
-5.39% |
+12.14% |
| 07/2010 |
$12,248.87 |
$2,069.32 |
+20.33% |
+144.98% |
1,1021.60 |
+70.89 |
+6.88% |
+19.85% |
| 08/2010 |
$10,995.17 |
-$1,253.70 |
-10.24% |
+119.90% |
1,049.33 |
-52.27 |
-4.74% |
+14.16% |
Notes:
1. Date - Month's ending date.
2. Portfolio (S&P 500) - Portfolio (S&P 500) value at the month's closing date.
3. mth G/L: monthly Portfolio (S&P 500) value changes.
4. mth G/L%: monthly Portfolio (S&P 500) percentage return.
5. ttl G/L%: Portfolio (S&P 500) total return up to that month.
How to turn $5K into $1 Million in Ten Years?
Here is How with 70% Annulized Return
How to Turn $5,000 into $1,000,000 in Ten Years
| year |
From |
To |
| 1 |
$5,000.00 |
$8,500.00 |
| 2 |
$8,500.00 |
$14,450.00 |
| 3 |
$14,450.00 |
$24,565.00 |
| 4 |
$24,565.00 |
$41,760.50 |
| 5 |
$41,760.50 |
$70,992.85 |
| 6 |
$70,992.85 |
$120,687.84 |
| 7 |
$120,687.84 |
$205,169.30 |
| 8 |
$205,169.34 |
$348,787.87 |
| 9 |
$348,787.87 |
$592,939.38 |
| 10 |
$592,929.38 |
$1,007,996.95 |
|
|
|
