One Year in Review of Investment Ownership

Just taking a look at my investments from a year ago and where they would be at now.

Stocks Increase/Decrease
QYLD 500 Sold $17.78 Total $8,889.85 End of July 2023 $18.03 for a total of $9015.00 = gain of $126
BX 10 Sold for $89.58 Total of $938.78 End of July 2023 $104.78 for a total of $1098.19 = gain of $151.4
MGNI 10 Sold for $7.32 Total of $73.25 End of July 2023 $15.07 for a total of $150.70 – a gain of $77.45
MELI 2 Sold $660.72 Total $1321.42 End of July 2023 $1225.02 for a total of $2450.04 = gain of $1130
RTX 10 Sold $90.20 Total $901.99 End of July 2023 $87.93 for a total of $879.30 = a loss of $22.69
O 10 Sold $68.50 Total $685.05 End of July 2023 $60.97 for a total of $609.70 = a loss of $75.35
GOOD 100 Sold $18.56 Total $1,855.97 End of July 2023 $13.30 total $1,330.00 = a loss of $525.97
SHO 100 Sold $9.58 Total $958.05 End of July 2023 $10.19 Total $1019.00 = gain of $61
SPCE 100 Sold $6.93 Total $692.98 End of July 2023 $4.28 Total $428 = loss of $264.98
AMBA 10 Sold $64.31 Total $643.09 End of July 2023 $83.42 Total 843.20 = a gain of $200.11

If I waited a full year I would have gained $856.97 in the market.

NOTES QYLD bought this for passive income and was generating about $85 per month a total of $1020
Notes MGNI dropped off a cliff Monday, Aug 7th to $7.47 resulting in no real change
Notes RTX dropped down on Monday, July 24th, and is now at $69.77 resulting in a loss of $200
Notes O dropped down on Wednesday, July 26th, and is now at 50.11 resulting in a loss of $183.95
Notes GOOD dropped all year and is now at $11.70 resulting in a loss of $685.97
Notes SPCE dropped off a cliff around Aug 1st and is now $1.68 resulting in a loss of $524
Notes AMBA dropped off a cliff around Aug 1st and is not at $53.40 resulting in a loss of $109.09

Compared to right now October 10th, 2023 I would have a total loss of -$234.61

This calculation does not include any dividends.

Thoughts in comparison If I had waited exactly one year to buy I would have a more expensive place and interest rates would be significantly higher.

About the Author

Larry

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