All Reports / Report #4

Simulation Report

Unspecified strategy

The simulation finished up 216.37% versus contributed principal.
Created at 2026-06-22 17:46:14 / v1 / Updated by Colin ZHao

Simulation Report

Unspecified strategy

The simulation finished up 216.37% versus contributed principal.

Created at 2026-06-22 17:46:14 / Updated by Colin ZHao

Thesis

No forward-looking thesis was provided.

Goal

Unspecified objective

Primary metric: totalReturnPct

Period

Simulation range
2016-01-05 -> 2026-06-12
Starting value
202,862.34
Principal contributed
515,000.00
Ending cash
102.35

Strategy Rules

Unspecified strategy v1

—

Result

Ending value
1,629,280.93Portfolio value at the final available date
Total gain/loss
+1,114,280.93+216.37%
Avg yearly gain
+15.46%Money-weighted annualized return using the recorded deposit schedule
SPY yearly gain
+15.39%SPY ending value: 1,621,301.59
Max drawdown
-33.60%1 open positions at the end of the run

Run Facts

Largest position
100.00%
Cash position
102.35 (0.01%)
Unique stocks traded
1

Tax Profile

Unrealized gain exposure
+1,005,377.16
Long-term tax
0.00
Short-term tax
0.00
Dividend tax
16,322.30
Total estimated tax
16,343.52

Strategy Check

  • The strategy followed the trading-universe rule: 1 user-selected stocks were traded, with 154 buys and 0 sells.
  • The strategy met the capital-growth goal in absolute terms, finishing with a 216.37% return on contributed principal.
  • The strategy followed the no-sell rule for the full run.
  • The portfolio did not fully satisfy the anti-concentration goal: the largest ending position reached 100.00% of the portfolio.
  • The path was volatile: maximum drawdown reached -33.60%.

Note

The ending portfolio drifted away from the original diversification intent: VOO finished as the largest holding at 100.00% of the portfolio.

Positions At Report Date

Symbol Quantity Last Price Market Value Unit Cost Total Cost $ Gain/Loss % Gain/Loss % of Group
VOO 2,389 681.95 1,629,178.58 261.11 623,801.42 +1,005,377.16 +161.17% 100.00%

As of 2026-06-12

Show types
Date Action Symbol Qty Price Acquired Term Cash Note
2026-06-12 BUY VOO 4 681.95 — — -2727.80 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2026-06-12 DEPOSIT — — — — — +2500.00 —
2026-06-01 INTEREST — — — — — +0.98 —
2026-05-01 BUY VOO 4 662.52 — — -2650.08 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2026-05-01 DEPOSIT — — — — — +2500.00 —
2026-05-01 INTEREST — — — — — +1.77 —
2026-04-02 BUY VOO 11 602.99 — — -6632.89 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2026-04-02 DEPOSIT — — — — — +2500.00 —
2026-04-01 INTEREST — — — — — +2.62 —
2026-03-27 DIVIDEND VOO 2,370 1.87 — — +4436.64 —
2026-03-04 BUY VOO 4 630.18 — — -2520.72 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2026-03-04 DEPOSIT — — — — — +2500.00 —
2026-03-02 INTEREST — — — — — +0.52 —
2026-02-03 BUY VOO 4 634.15 — — -2536.60 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2026-02-03 DEPOSIT — — — — — +2500.00 —
2026-02-02 INTEREST — — — — — +0.68 —
2026-01-02 BUY VOO 4 628.3 — — -2513.20 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2026-01-02 DEPOSIT — — — — — +2500.00 —
2026-01-02 INTEREST — — — — — +1.93 —
2025-12-23 BUY VOO 7 632.67 — — -4428.69 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2025-12-22 DIVIDEND VOO 2,351 1.77 — — +4163.62 —
2025-12-02 BUY VOO 4 626.58 — — -2506.32 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2025-12-02 DEPOSIT — — — — — +2500.00 —
2025-12-01 INTEREST — — — — — +1.56 —
2025-11-04 BUY VOO 4 620.99 — — -2483.96 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2025-11-04 DEPOSIT — — — — — +2500.00 —
2025-11-03 INTEREST — — — — — +4.98 —
2025-10-09 BUY VOO 10 617.1 — — -6171.00 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2025-10-09 DEPOSIT — — — — — +2500.00 —
2025-10-01 INTEREST — — — — — +1.36 —
2025-09-29 DIVIDEND VOO 2,333 1.74 — — +4059.42 —
2025-09-05 BUY VOO 5 594.96 — — -2974.80 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2025-09-05 DEPOSIT — — — — — +2500.00 —
2025-09-02 INTEREST — — — — — +1.88 —
2025-08-08 BUY VOO 4 585.74 — — -2342.96 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2025-08-08 DEPOSIT — — — — — +2500.00 —
2025-08-01 INTEREST — — — — — +1.40 —
2025-07-01 BUY VOO 4 567.77 — — -2271.08 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2025-07-01 DEPOSIT — — — — — +2500.00 —
2025-07-01 INTEREST — — — — — +0.42 —
2025-06-30 BUY VOO 7 568.03 — — -3976.21 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2025-06-30 DIVIDEND VOO 2,313 1.75 — — +4036.19 —
2025-06-03 BUY VOO 5 548 — — -2740.00 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2025-06-03 DEPOSIT — — — — — +2500.00 —
2025-06-02 INTEREST — — — — — +1.27 —
2025-05-01 BUY VOO 5 513.35 — — -2566.75 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2025-05-01 DEPOSIT — — — — — +2500.00 —
2025-05-01 INTEREST — — — — — +1.40 —
2025-04-09 BUY VOO 5 499.1 — — -2495.50 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2025-04-09 DEPOSIT — — — — — +2500.00 —
2025-04-01 INTEREST — — — — — +3.05 —
2025-03-31 BUY VOO 8 513.91 — — -4111.28 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2025-03-27 DIVIDEND VOO 2,290 1.81 — — +4149.48 —
2025-03-04 BUY VOO 5 530.45 — — -2652.25 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2025-03-04 DEPOSIT — — — — — +2500.00 —
2025-03-03 INTEREST — — — — — +1.54 —
2025-02-06 BUY VOO 4 557.62 — — -2230.48 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2025-02-06 DEPOSIT — — — — — +2500.00 —
2025-02-03 INTEREST — — — — — +1.02 —
2025-01-06 BUY VOO 5 547.57 — — -2737.85 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2025-01-06 DEPOSIT — — — — — +2500.00 —
2025-01-02 INTEREST — — — — — +3.34 —
2024-12-26 BUY VOO 7 552.81 — — -3869.67 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2024-12-23 DIVIDEND VOO 2,269 1.74 — — +3945.79 —
2024-12-05 BUY VOO 4 557.71 — — -2230.84 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2024-12-05 DEPOSIT — — — — — +2500.00 —
2024-12-02 INTEREST — — — — — +0.98 —
2024-11-11 BUY VOO 5 550.4 — — -2752.00 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2024-11-11 DEPOSIT — — — — — +2500.00 —
2024-11-01 INTEREST — — — — — +3.05 —
2024-10-04 BUY VOO 11 526.65 — — -5793.15 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2024-10-04 DEPOSIT — — — — — +2500.00 —
2024-10-01 INTEREST — — — — — +2.04 —
2024-09-27 DIVIDEND VOO 2,249 1.64 — — +3686.11 —
2024-09-05 BUY VOO 5 505.05 — — -2525.25 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2024-09-05 DEPOSIT — — — — — +2500.00 —
2024-09-03 INTEREST — — — — — +0.42 —
2024-08-07 BUY VOO 6 476.61 — — -2859.66 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2024-08-07 DEPOSIT — — — — — +2500.00 —
2024-08-01 INTEREST — — — — — +5.10 —
2024-07-08 BUY VOO 12 510.33 — — -6123.96 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2024-07-08 DEPOSIT — — — — — +2500.00 —
2024-07-01 INTEREST — — — — — +1.73 —
2024-06-28 DIVIDEND VOO 2,226 1.78 — — +3971.18 —
2024-06-11 BUY VOO 5 493.53 — — -2467.65 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2024-06-11 DEPOSIT — — — — — +2500.00 —
2024-06-03 INTEREST — — — — — +0.05 —
2024-05-02 BUY VOO 6 464.22 — — -2785.32 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2024-05-02 DEPOSIT — — — — — +2500.00 —
2024-05-01 INTEREST — — — — — +1.61 —
2024-04-02 BUY VOO 12 476.93 — — -5723.16 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2024-04-02 DEPOSIT — — — — — +2500.00 —
2024-04-01 INTEREST — — — — — +5.10 —
2024-03-22 DIVIDEND VOO 2,203 1.54 — — +3399.23 —
2024-03-01 BUY VOO 6 471.43 — — -2828.58 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2024-03-01 DEPOSIT — — — — — +2500.00 —
2024-03-01 INTEREST — — — — — +1.58 —
2024-02-05 BUY VOO 5 452.62 — — -2263.10 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2024-02-05 DEPOSIT — — — — — +2500.00 —
2024-02-01 INTEREST — — — — — +0.81 —
2024-01-03 BUY VOO 6 430.79 — — -2584.74 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2024-01-03 DEPOSIT — — — — — +2500.00 —
2024-01-02 INTEREST — — — — — +5.84 —
2023-12-29 BUY VOO 9 436.8 — — -3931.20 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2023-12-20 DIVIDEND VOO 2,177 1.8 — — +3920.78 —
2023-12-05 BUY VOO 6 419.61 — — -2517.66 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2023-12-05 DEPOSIT — — — — — +2500.00 —
2023-12-01 INTEREST — — — — — +1.18 —
2023-11-01 BUY VOO 6 388.4 — — -2330.40 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2023-11-01 DEPOSIT — — — — — +2500.00 —
2023-11-01 INTEREST — — — — — +0.94 —
2023-10-03 BUY VOO 15 387.39 — — -5810.85 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2023-10-03 DEPOSIT — — — — — +2500.00 —
2023-10-02 INTEREST — — — — — +2.59 —
2023-09-28 DIVIDEND VOO 2,150 1.49 — — +3209.95 —
2023-09-06 BUY VOO 6 410.05 — — -2460.30 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2023-09-06 DEPOSIT — — — — — +2500.00 —
2023-09-01 INTEREST — — — — — +0.76 —
2023-08-01 BUY VOO 6 419.38 — — -2516.28 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2023-08-01 DEPOSIT — — — — — +2500.00 —
2023-08-01 INTEREST — — — — — +0.73 —
2023-07-07 BUY VOO 6 402.89 — — -2417.34 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2023-07-07 DEPOSIT — — — — — +2500.00 —
2023-07-03 INTEREST — — — — — +0.77 —
2023-06-30 BUY VOO 8 407.28 — — -3258.24 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2023-06-29 DIVIDEND VOO 2,124 1.58 — — +3347.42 —
2023-06-06 BUY VOO 7 393.31 — — -2753.17 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2023-06-06 DEPOSIT — — — — — +2500.00 —
2023-06-01 INTEREST — — — — — +1.15 —
2023-05-01 BUY VOO 6 381.79 — — -2290.74 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2023-05-01 DEPOSIT — — — — — +2500.00 —
2023-05-01 INTEREST — — — — — +0.39 —
2023-04-10 BUY VOO 7 376.36 — — -2634.52 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2023-04-10 DEPOSIT — — — — — +2500.00 —
2023-04-03 INTEREST — — — — — +2.49 —
2023-03-27 BUY VOO 9 364.16 — — -3277.44 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2023-03-24 DIVIDEND VOO 2,095 1.49 — — +3115.27 —
2023-03-06 BUY VOO 6 371.73 — — -2230.38 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2023-03-06 DEPOSIT — — — — — +2500.00 —
2023-03-01 INTEREST — — — — — +0.49 —
2023-02-07 BUY VOO 7 381.52 — — -2670.64 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2023-02-07 DEPOSIT — — — — — +2500.00 —
2023-02-01 INTEREST — — — — — +1.00 —
2023-01-05 BUY VOO 7 348.66 — — -2440.62 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2023-01-05 DEPOSIT — — — — — +2500.00 —
2023-01-03 INTEREST — — — — — +1.25 —
2022-12-27 BUY VOO 10 350.47 — — -3504.70 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2022-12-20 DIVIDEND VOO 2,065 1.67 — — +3452.68 —
2022-12-13 BUY VOO 7 369.39 — — -2585.73 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2022-12-13 DEPOSIT — — — — — +2500.00 —
2022-12-01 INTEREST — — — — — +0.37 —
2022-11-01 BUY VOO 7 353.52 — — -2474.64 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2022-11-01 DEPOSIT — — — — — +2500.00 —
2022-11-01 INTEREST — — — — — +0.32 —
2022-10-04 BUY VOO 7 347.21 — — -2430.47 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2022-10-04 DEPOSIT — — — — — +2500.00 —
2022-10-03 INTEREST — — — — — +0.49 —
2022-09-30 BUY VOO 9 328.3 — — -2954.70 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2022-09-28 DIVIDEND VOO 2,035 1.47 — — +2989.41 —
2022-09-09 BUY VOO 7 373.75 — — -2616.25 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2022-09-09 DEPOSIT — — — — — +2500.00 —
2022-09-01 INTEREST — — — — — +0.33 —
2022-08-05 BUY VOO 6 379.98 — — -2279.88 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2022-08-05 DEPOSIT — — — — — +2500.00 —
2022-08-01 INTEREST — — — — — +1.33 —
2022-07-12 BUY VOO 16 349.99 — — -5599.84 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2022-07-12 DEPOSIT — — — — — +2500.00 —
2022-07-01 INTEREST — — — — — +0.52 —
2022-06-29 DIVIDEND VOO 2,006 1.43 — — +2872.59 —
2022-06-07 BUY VOO 6 382.17 — — -2293.02 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2022-06-07 DEPOSIT — — — — — +2500.00 —
2022-06-01 INTEREST — — — — — +0.13 —
2022-05-02 BUY VOO 7 381.08 — — -2667.56 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2022-05-02 DEPOSIT — — — — — +2500.00 —
2022-05-02 INTEREST — — — — — +0.32 —
2022-04-01 BUY VOO 6 416.32 — — -2497.92 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2022-04-01 DEPOSIT — — — — — +2500.00 —
2022-04-01 INTEREST — — — — — +0.51 —
2022-03-28 BUY VOO 6 418.99 — — -2513.94 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2022-03-24 DIVIDEND VOO 1,981 1.37 — — +2721.89 —
2022-03-01 BUY VOO 7 395.34 — — -2767.38 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2022-03-01 DEPOSIT — — — — — +2500.00 —
2022-03-01 INTEREST — — — — — +0.31 —
2022-02-14 BUY VOO 6 403.62 — — -2421.72 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2022-02-14 DEPOSIT — — — — — +2500.00 —
2022-02-01 INTEREST — — — — — +0.29 —
2022-01-07 BUY VOO 6 428.59 — — -2571.54 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2022-01-07 DEPOSIT — — — — — +2500.00 —
2022-01-03 INTEREST — — — — — +0.04 —
2021-12-21 BUY VOO 7 425.69 — — -2979.83 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2021-12-21 DIVIDEND VOO 1,955 1.53 — — +2997.01 —
2021-12-07 BUY VOO 6 430.49 — — -2582.94 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2021-12-07 DEPOSIT — — — — — +2500.00 —
2021-12-01 INTEREST — — — — — +0.00 —
2021-11-02 BUY VOO 5 424.69 — — -2123.45 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2021-11-02 DEPOSIT — — — — — +2500.00 —
2021-11-01 INTEREST — — — — — +0.00 —
2021-10-04 BUY VOO 7 394.21 — — -2759.47 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2021-10-04 DEPOSIT — — — — — +2500.00 —
2021-10-01 INTEREST — — — — — +0.00 —
2021-09-29 BUY VOO 6 399.46 — — -2396.76 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2021-09-29 DIVIDEND VOO 1,931 1.31 — — +2525.75 —
2021-09-02 BUY VOO 6 416.73 — — -2500.38 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2021-09-02 DEPOSIT — — — — — +2500.00 —
2021-09-01 INTEREST — — — — — +0.00 —
2021-08-06 BUY VOO 6 406.86 — — -2441.16 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2021-08-06 DEPOSIT — — — — — +2500.00 —
2021-08-02 INTEREST — — — — — +0.00 —
2021-07-06 BUY VOO 13 398 — — -5174.00 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2021-07-06 DEPOSIT — — — — — +2500.00 —
2021-07-01 INTEREST — — — — — +0.00 —
2021-06-29 DIVIDEND VOO 1,906 1.33 — — +2540.70 —
2021-06-03 BUY VOO 6 385.01 — — -2310.06 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2021-06-03 DEPOSIT — — — — — +2500.00 —
2021-06-01 INTEREST — — — — — +0.00 —
2021-05-03 BUY VOO 7 384.44 — — -2691.08 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2021-05-03 DEPOSIT — — — — — +2500.00 —
2021-05-03 INTEREST — — — — — +0.00 —
2021-04-01 BUY VOO 13 368.16 — — -4786.08 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2021-04-01 DEPOSIT — — — — — +2500.00 —
2021-04-01 INTEREST — — — — — +0.01 —
2021-03-26 DIVIDEND VOO 1,880 1.26 — — +2374.44 —
2021-03-03 BUY VOO 7 350.66 — — -2454.62 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2021-03-03 DEPOSIT — — — — — +2500.00 —
2021-03-01 INTEREST — — — — — +0.00 —
2021-02-01 BUY VOO 7 345.77 — — -2420.39 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2021-02-01 DEPOSIT — — — — — +2500.00 —
2021-02-01 INTEREST — — — — — +0.00 —
2021-01-08 BUY VOO 8 350.42 — — -2803.36 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2021-01-08 DEPOSIT — — — — — +2500.00 —
2021-01-04 INTEREST — — — — — +0.12 —
2020-12-24 BUY VOO 7 339.16 — — -2374.12 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2020-12-22 DIVIDEND VOO 1,851 1.38 — — +2559.93 —
2020-12-07 BUY VOO 7 339.18 — — -2374.26 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2020-12-07 DEPOSIT — — — — — +2500.00 —
2020-12-01 INTEREST — — — — — +0.01 —
2020-11-03 BUY VOO 9 308.66 — — -2777.94 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2020-11-03 DEPOSIT — — — — — +2500.00 —
2020-11-02 INTEREST — — — — — +0.12 —
2020-10-01 BUY VOO 15 309.6 — — -4644.00 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2020-10-01 DEPOSIT — — — — — +2500.00 —
2020-10-01 INTEREST — — — — — +0.08 —
2020-09-29 DIVIDEND VOO 1,820 1.31 — — +2382.38 —
2020-09-01 BUY VOO 8 324.02 — — -2592.16 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2020-09-01 DEPOSIT — — — — — +2500.00 —
2020-09-01 INTEREST — — — — — +0.05 —
2020-08-11 BUY VOO 8 305.85 — — -2446.80 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2020-08-11 DEPOSIT — — — — — +2500.00 —
2020-08-03 INTEREST — — — — — +0.27 —
2020-07-08 BUY VOO 18 290.38 — — -5226.84 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2020-07-08 DEPOSIT — — — — — +2500.00 —
2020-07-01 INTEREST — — — — — +0.16 —
2020-06-29 DIVIDEND VOO 1,786 1.43 — — +2559.34 —
2020-06-01 BUY VOO 8 280.97 — — -2247.76 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2020-06-01 DEPOSIT — — — — — +2500.00 —
2020-06-01 INTEREST — — — — — +0.00 —
2020-05-01 BUY VOO 10 259.82 — — -2598.20 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2020-05-01 DEPOSIT — — — — — +2500.00 —
2020-05-01 INTEREST — — — — — +0.04 —
2020-04-01 BUY VOO 11 226.15 — — -2487.65 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2020-04-01 DEPOSIT — — — — — +2500.00 —
2020-04-01 INTEREST — — — — — +0.09 —
2020-03-12 BUY VOO 9 226.48 — — -2038.32 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2020-03-10 DIVIDEND VOO 1,748 1.18 — — +2059.14 —
2020-03-06 BUY VOO 10 273.19 — — -2731.90 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2020-03-06 DEPOSIT — — — — — +2500.00 —
2020-03-02 INTEREST — — — — — +0.10 —
2020-02-06 BUY VOO 8 306.89 — — -2455.12 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2020-02-06 DEPOSIT — — — — — +2500.00 —
2020-02-03 INTEREST — — — — — +0.09 —
2020-01-10 BUY VOO 8 299.26 — — -2394.08 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2020-01-10 DEPOSIT — — — — — +2500.00 —
2020-01-02 INTEREST — — — — — +0.33 —
2019-12-24 BUY VOO 8 295.16 — — -2361.28 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2019-12-23 DIVIDEND VOO 1,714 1.43 — — +2449.31 —
2019-12-11 BUY VOO 9 288.79 — — -2599.11 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2019-12-11 DEPOSIT — — — — — +2500.00 —
2019-12-02 INTEREST — — — — — +0.32 —
2019-11-14 BUY VOO 9 284.31 — — -2558.79 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2019-11-14 DEPOSIT — — — — — +2500.00 —
2019-11-01 INTEREST — — — — — +1.06 —
2019-10-07 BUY VOO 17 269.21 — — -4576.57 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2019-10-07 DEPOSIT — — — — — +2500.00 —
2019-10-01 INTEREST — — — — — +0.77 —
2019-09-26 DIVIDEND VOO 1,679 1.3 — — +2184.38 —
2019-09-06 BUY VOO 9 273.74 — — -2463.66 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2019-09-06 DEPOSIT — — — — — +2500.00 —
2019-09-03 INTEREST — — — — — +0.22 —
2019-08-09 BUY VOO 10 267.7 — — -2677.00 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2019-08-09 DEPOSIT — — — — — +2500.00 —
2019-08-01 INTEREST — — — — — +0.43 —
2019-07-01 BUY VOO 9 271.44 — — -2442.96 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2019-07-01 DEPOSIT — — — — — +2500.00 —
2019-07-01 INTEREST — — — — — +0.19 —
2019-06-27 BUY VOO 8 267.67 — — -2141.36 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2019-06-27 DIVIDEND VOO 1,643 1.39 — — +2277.20 —
2019-06-11 BUY VOO 10 265.34 — — -2653.40 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2019-06-11 DEPOSIT — — — — — +2500.00 —
2019-06-03 INTEREST — — — — — +0.39 —
2019-05-01 BUY VOO 9 268.04 — — -2412.36 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2019-05-01 DEPOSIT — — — — — +2500.00 —
2019-05-01 INTEREST — — — — — +0.14 —
2019-04-11 BUY VOO 9 264.69 — — -2382.21 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2019-04-11 DEPOSIT — — — — — +2500.00 —
2019-04-01 INTEREST — — — — — +1.24 —
2019-03-28 BUY VOO 10 257.88 — — -2578.80 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2019-03-21 DIVIDEND VOO 1,605 1.46 — — +2335.28 —
2019-03-04 BUY VOO 9 256.84 — — -2311.56 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2019-03-04 DEPOSIT — — — — — +2500.00 —
2019-03-01 INTEREST — — — — — +0.09 —
2019-02-11 BUY VOO 10 248.78 — — -2487.80 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2019-02-11 DEPOSIT — — — — — +2500.00 —
2019-02-01 INTEREST — — — — — +0.08 —
2019-01-03 BUY VOO 11 224.5 — — -2469.50 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2019-01-03 DEPOSIT — — — — — +2500.00 —
2019-01-02 INTEREST — — — — — +0.16 —
2018-12-18 BUY VOO 9 233.14 — — -2098.26 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2018-12-17 DIVIDEND VOO 1,566 1.29 — — +2018.57 —
2018-12-03 BUY VOO 10 256.61 — — -2566.10 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2018-12-03 DEPOSIT — — — — — +2500.00 —
2018-12-03 INTEREST — — — — — +0.24 —
2018-11-07 BUY VOO 10 258.16 — — -2581.60 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2018-11-07 DEPOSIT — — — — — +2500.00 —
2018-11-01 INTEREST — — — — — +0.24 —
2018-10-10 BUY VOO 9 255.6 — — -2300.40 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2018-10-10 DEPOSIT — — — — — +2500.00 —
2018-10-01 INTEREST — — — — — +0.12 —
2018-09-26 BUY VOO 7 266.34 — — -1864.38 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2018-09-26 DIVIDEND VOO 1,530 1.21 — — +1846.71 —
2018-09-12 BUY VOO 10 265.71 — — -2657.10 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2018-09-12 DEPOSIT — — — — — +2500.00 —
2018-09-04 INTEREST — — — — — +0.30 —
2018-08-02 BUY VOO 9 259.39 — — -2334.51 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2018-08-02 DEPOSIT — — — — — +2500.00 —
2018-08-01 INTEREST — — — — — +0.09 —
2018-07-10 BUY VOO 10 256.14 — — -2561.40 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2018-07-10 DEPOSIT — — — — — +2500.00 —
2018-07-02 INTEREST — — — — — +0.19 —
2018-06-28 BUY VOO 7 248.88 — — -1742.16 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2018-06-28 DIVIDEND VOO 1,494 1.16 — — +1728.56 —
2018-06-11 BUY VOO 10 255.9 — — -2559.00 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2018-06-11 DEPOSIT — — — — — +2500.00 —
2018-06-01 INTEREST — — — — — +0.23 —
2018-05-08 BUY VOO 10 245.16 — — -2451.60 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2018-05-08 DEPOSIT — — — — — +2500.00 —
2018-05-01 INTEREST — — — — — +0.16 —
2018-04-04 BUY VOO 10 242.24 — — -2422.40 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2018-04-04 DEPOSIT — — — — — +2500.00 —
2018-04-02 INTEREST — — — — — +0.24 —
2018-03-26 BUY VOO 7 243.53 — — -1704.71 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2018-03-26 DIVIDEND VOO 1,457 1.08 — — +1579.39 —
2018-03-12 BUY VOO 10 256 — — -2560.00 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2018-03-12 DEPOSIT — — — — — +2500.00 —
2018-03-01 INTEREST — — — — — +0.28 —
2018-02-02 BUY VOO 9 253.19 — — -2278.71 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2018-02-02 DEPOSIT — — — — — +2500.00 —
2018-02-01 INTEREST — — — — — +0.03 —
2018-01-02 BUY VOO 17 247.09 — — -4200.53 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2018-01-02 DEPOSIT — — — — — +2500.00 —
2018-01-02 INTEREST — — — — — +0.28 —
2017-12-26 DIVIDEND VOO 1,421 1.18 — — +1682.46 —
2017-12-05 BUY VOO 11 241.78 — — -2659.58 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2017-12-05 DEPOSIT — — — — — +2500.00 —
2017-12-01 INTEREST — — — — — +0.07 —
2017-11-10 BUY VOO 10 237.04 — — -2370.40 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2017-11-10 DEPOSIT — — — — — +2500.00 —
2017-11-01 INTEREST — — — — — +0.03 —
2017-10-03 BUY VOO 11 232.2 — — -2554.20 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2017-10-03 DEPOSIT — — — — — +2500.00 —
2017-10-02 INTEREST — — — — — +0.07 —
2017-09-21 BUY VOO 7 229.07 — — -1603.49 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2017-09-20 DIVIDEND VOO 1,382 1.18 — — +1625.23 —
2017-09-05 BUY VOO 11 226.01 — — -2486.11 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2017-09-05 DEPOSIT — — — — — +2500.00 —
2017-09-01 INTEREST — — — — — +0.04 —
2017-08-02 BUY VOO 11 227.28 — — -2500.08 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2017-08-02 DEPOSIT — — — — — +2500.00 —
2017-08-01 INTEREST — — — — — +0.03 —
2017-07-10 BUY VOO 11 222.57 — — -2448.27 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2017-07-10 DEPOSIT — — — — — +2500.00 —
2017-07-03 INTEREST — — — — — +0.08 —
2017-06-26 BUY VOO 6 223.44 — — -1340.64 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2017-06-23 DIVIDEND VOO 1,343 1.01 — — +1356.43 —
2017-06-06 BUY VOO 12 223.31 — — -2679.72 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2017-06-06 DEPOSIT — — — — — +2500.00 —
2017-06-01 INTEREST — — — — — +0.09 —
2017-05-02 BUY VOO 11 219.2 — — -2411.20 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2017-05-02 DEPOSIT — — — — — +2500.00 —
2017-05-01 INTEREST — — — — — +0.05 —
2017-04-04 BUY VOO 12 216.2 — — -2594.40 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2017-04-04 DEPOSIT — — — — — +2500.00 —
2017-04-03 INTEREST — — — — — +0.11 —
2017-03-23 BUY VOO 6 214.8 — — -1288.80 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2017-03-22 DIVIDEND VOO 1,302 1 — — +1299.40 —
2017-03-02 BUY VOO 11 218.86 — — -2407.46 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2017-03-02 DEPOSIT — — — — — +2500.00 —
2017-03-01 INTEREST — — — — — +0.04 —
2017-02-08 BUY VOO 12 210.52 — — -2526.24 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2017-02-08 DEPOSIT — — — — — +2500.00 —
2017-02-01 INTEREST — — — — — +0.05 —
2017-01-06 BUY VOO 12 208.61 — — -2503.32 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2017-01-06 DEPOSIT — — — — — +2500.00 —
2017-01-03 INTEREST — — — — — +0.03 —
2016-12-28 BUY VOO 8 206.06 — — -1648.48 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2016-12-22 DIVIDEND VOO 1,259 1.3 — — +1631.66 —
2016-12-02 BUY VOO 12 201.75 — — -2421.00 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2016-12-02 DEPOSIT — — — — — +2500.00 —
2016-12-01 INTEREST — — — — — +0.00 —
2016-11-02 BUY VOO 13 192.49 — — -2502.37 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2016-11-02 DEPOSIT — — — — — +2500.00 —
2016-11-01 INTEREST — — — — — +0.00 —
2016-10-04 BUY VOO 13 197.14 — — -2562.82 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2016-10-04 DEPOSIT — — — — — +2500.00 —
2016-10-03 INTEREST — — — — — +0.01 —
2016-09-15 BUY VOO 5 196.66 — — -983.30 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2016-09-13 DIVIDEND VOO 1,216 0.88 — — +1073.73 —
2016-09-02 BUY VOO 13 200.37 — — -2604.81 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2016-09-02 DEPOSIT — — — — — +2500.00 —
2016-09-01 INTEREST — — — — — +0.01 —
2016-08-04 BUY VOO 12 198.57 — — -2382.84 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2016-08-04 DEPOSIT — — — — — +2500.00 —
2016-08-01 INTEREST — — — — — +0.00 —
2016-07-08 BUY VOO 13 195.17 — — -2537.21 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2016-07-08 DEPOSIT — — — — — +2500.00 —
2016-07-01 INTEREST — — — — — +0.02 —
2016-06-30 BUY VOO 6 192.2 — — -1153.20 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2016-06-21 DIVIDEND VOO 1,172 0.95 — — +1116.92 —
2016-06-14 BUY VOO 13 190.8 — — -2480.40 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2016-06-14 DEPOSIT — — — — — +2500.00 —
2016-06-01 INTEREST — — — — — +0.00 —
2016-05-12 BUY VOO 13 189.51 — — -2463.63 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2016-05-12 DEPOSIT — — — — — +2500.00 —
2016-05-02 INTEREST — — — — — +0.00 —
2016-04-01 BUY VOO 13 189.77 — — -2467.01 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2016-04-01 DEPOSIT — — — — — +2500.00 —
2016-04-01 INTEREST — — — — — +0.00 —
2016-03-22 BUY VOO 6 187.63 — — -1125.78 Reinvesting VOO dividends/cash interest into additional VOO shares; keeps cash fully deployed per DCA strategy.
2016-03-21 DIVIDEND VOO 1,127 1.01 — — +1133.76 —
2016-03-03 BUY VOO 14 183.19 — — -2564.66 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2016-03-03 DEPOSIT — — — — — +2500.00 —
2016-03-01 INTEREST — — — — — +0.00 —
2016-02-08 BUY VOO 15 169.94 — — -2549.10 Monthly DCA: deploying $2,500 recurring contribution (plus any dividends/interest) into VOO; buy-and-hold S&P 500 index, no market timing.
2016-02-08 DEPOSIT — — — — — +2500.00 —
2016-02-01 INTEREST — — — — — +0.00 —
2016-01-04 BUY VOO 1,098 184.31 — — -202372.38 Initial deployment: DCA strategy puts all available cash into VOO (S&P 500 ETF) at $184.31; broad-market index, no timing call.
2016-01-04 DEPOSIT — — — — — +2500.00 —
2016-01-04 DEPOSIT — — — — — +200000.00 —
storage/stock-reports/4/values.log
Snapshots
2,625
First value
202,862.34
Latest value
1,626,780.93
Net change
1,423,918.59
Total Value 1,626,780.93
+1,423,918.59 (+701.91%) 2016-01-05 -> 2026-06-12