IRA So Far 2011 -- And Plea For Help
So the IRA portion of my self-invested funds is currently up 9.03% YTD, which is thomping the S&P, which is up a little over 1%. Who knows how it will end for the year, but it's clear I'm having a better year than John Paulson is. I have not yet tried to calculate my returns on my non-IRA invested funds, but I'm working on it: my gut is that my cumulative 2011 returns are similar to holding the S&P, but a few percentage points better.
I am also working on a google docs spreadsheet that will publicly account for ALL of my performance, both on my existing portfolio, and on all stocks I have ever bought and sold, going back to the nineties. This is, needless to say, taking awhile. One reason it takes so long is that I have to input a bajillion (well, four per year) reinvested dividends on XOM and MO, which I have owned for over a decade. I also have to build in all of my dividend reinvestments as positions to compare to the S&P from that reinvestment date. I'm also trying to figure out a way to incorporate the value of my dividends that I did not reinvest. Everything is going to be live-updating using Google finance stock tickers.
The only really annoying thing is that for every stock purchase and sale I have to manually look up the S&P closing price on that date (since I'm comparing every single holding period to the S&P during that holding period). That is a major b!tch. So if anyone can give me a Google docs and/or excel formula that will auto-populate a cell with the S&P closing price on a particular date, please divulge!!