PORTFOLIO BALANCE

On this page, I record the value of my investment portfolio at the end of each month. You can see how the value of my portfolio fluctuates on a monthly basis. You can read my monthly updates by clicking on the highlighted month.


2014

JAN - $14,144.72    (+$446)
FEB - $14,755.18    (+$611)
MAR - $15,694.14    (+$939)
APR - $16,086.21    (+$392)
MAY - $16,624.11    (+$538)
JUN - $17,623.75    (+$999)
JUL - $17,500.21    (-$123)
AUG - $18,000.05    (+$500)
SEP - $18,261.30    (+$261)
OCT - $18,520.30    (+$259)
NOV - $18,964.35    (+$444)
DEC - $18,036.00    (-$918)


2015

JAN - $18,759.35    (+$723)
FEB - $19,731.50    (+$972)
MAR - $20,246.10    (+$515)
APR - $21,438.60    (+$1,192)
MAY - $21,627.19    (+$189)
JUN - $21,694.09    (+$67)
JUL - $21,628.99    (-$66)
AUG - $21,208.22    (-$420)
SEP - $21,850.96    (+$642)
OCT - $22,920.66    (+$1,070)
NOV - $23,884.85    (+$964)
DEC - $24,434.40    (+$550)


2016

JAN - $24,315.17    (-$109)
FEB - $26,770.88    (+$2,455)
MAR - $29,667.06    (+$2,897)
APR - $31,112.11    (+$1,445)
MAY - $32,163.75    (+$1,051)
JUN - $33,419.92    (+$1,256)
JUL - $34,447.00    (+$1,027)
AUG - $34,644.91    (+$197)
SEP - $36,377.14    (+$1,732)
OCT - $35,947.54    (-$429)
NOV - $37,745.91    (+$1,798)
DEC - $39,792.65    (+$2,045)


2017

JAN - $40,710.55    (+$917)
FEB - $40,531.28    (-$179)
MAR - $41,822.73   (+$1,291)
APR - $42,967.49   (+$1,144)
MAY - $43,611.13   (+$643)
JUN - $44,638.63   (+$1,027)
JUL - $44,812.24   (+$173)
AUG - $46,011.18   (+$1,198)
SEP - $47,625.76   (+$1,614)
OCT - $49,405.03   (+$1,779)
NOV - $50,620.37   (+$1,215)
DEC - $52,597.91   (+$1,977)


2018

JAN - $52,785.20    (+$187)
FEB - $53,341,47    (+$556)
MAR - $54,114.26    (+$772)
APR - $55,772.50    (+$1,658)
MAY - $57,655.20   (+$1,882)
JUN - $58,721.03   (+$1,065)
JUL - $60,525.04   (+$1,803)
AUG - $63,463.74   (+$2,938)
SEP - $63,169.00   (-$294)
OCT - $61,698.00   (-$1,471)
NOV - $62,184.00   (+$486)
DEC - $60,126.00   (-$2,058)


2019

JAN - $65,596.00   (+$5,470)
FEB - $68,620.00   (+$3,024)
MAR - $72,271.00   (+$3,651)
APR - $72,246.00   (-$25)
MAY - $72,325.00   (+$79)
JUN - $73,992.00   (+$1,667)
JUL - $75,993.00   (+$2,001)
AUG - $76,787.00   (+$794)
SEP - $80,418.00   (+$3,631)
OCT - $80,656.00   (+$238)
NOV - $83,673.00   (+$3,016)
DEC - $83,098.59   (-$574)


2020

JAN - $91,513.00   (+$8,414)
FEB - $87,421.00   (-$4,092)
MAR - $67,847.00   (-$19,674)
APR - $72,827.00   (+$4,980)
MAY - $71,972.00   (-$855)

JUN - $83,370.00   (+$11,398)

JUL - $87,373.00   (+$4,003)

AUG - $88,130.00   (+$757)

SEP - $88,658.00   (+$528)

OCT - $88,677.00   (+$17)

NOV - $100,535.00   (+$11,858)

DEC - $100,993.00   (+$458)

2021

JAN - $110,114   (+$9,151)

FEB - $112,171   (+$2,027)

MAR - $118,457   (+$6,286)

APR - $121,716   (+$3,259)

MAY - $123,774   (+$2,058)

JUN - $126,904   (+$3,130)

JUL - $128,527   (+$1,623)

AUG - $132,960   (+$4,433)

SEP - $129,808   (-$3,152)

OCT - $134,430   (+$4,622)

NOV - $132,167   (-$2,263)

DEC - $143,703   (+$11,536)

2022

JAN - $151,054   (+$7,351)

FEB - $156,939   (+$5,885)

MAR - $161,937   (+$4,998)

APR - $156,143   (-$5,794)

MAY - $160,393   (+$4,250)

JUN - $147,601   (-$12,792)

JUL - $155,056   (+$7,455)

AUG - $152,398   (-$3,108)

SEP - $140,419   (-$11,979)

OCT - $144,807   (+$4,388)

NOV - $145,864   (+$1,057)

DEC - $142,269   (-$3,595)

2023

JAN - $155,087   (+$13,538)

FEB - $154,919   (-$168)

MAR - $150,713   (-$4,206)

APR - $154,617   (+$3,904)

MAY - $151,634   (-$2,983)

JUN - $152,262   (+$992)

JUL - $154,277   (+$1,651)

AUG - $151,875   (-$2,402)

SEP - $143,505   (-$8,370)

OCT - $138,005   (-$5,500)

NOV - $148,025   (+$10,020)

DEC - $155,610   (+$7,585)

2024

JAN - $155,960   (+$350)

FEB - $154,711   (-$1,249)

MAR - $158,135   (+$3,424)

APR - $154,744   (-$3,390)

MAY - $159,581   (+$4,837)

JUN - $156,396   (-$3,185)

JUL - 167,537   (+$11,141)

AUG - 172,628   (+$5,091)

SEP - 181,954   (+$9,326)

OCT - 181,010   (-$944)

NOV - 185,984   (+$4,974)