Saturday, October 12, 2019

Case study: What is value of my IRA portfolio based on 2001 purchase?

Oct. 12, 2019

Introduction


It is time for me to evaluate my portfolio back in 2001. I already spent over 11 months to study personal finance, so I already have learned so many things in terms of investment, I like to write down my analysis, and see how much I may have gained through the portfolio.

Case study


Let me upload my portfolio based on my personal finance repository on github.


The most important is not to time the market, instead it is time to stay in the market. I sold those IRA mutual fund and stock, and then open IRA CD account in Amtrust bank instead.

What I like to research is to figure out the market value for those funds and stocks if I keep them from 2001 to 2019.


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