Investment
Mutual fund and stock investments I have made since April 12, 2024.
My [TEST/Simulator] AAPL stock investment historic averages
- Yearly performance projection average: -38.34%
- Yearly performance projection XIRR() average: -32.14%
- Total profit: -$140.76
- Total profit per day: -$6.70
My Crecer mutual fund investment historic averages
- Yearly performance projection average: 7.41%
- Yearly performance projection XIRR() average: 10.14%
- Total profit: $156.13
- Total profit per day: $0.78
Investment 1 in [TEST/Simulator] AAPL stock
| Cash flow |
Date |
| -$6,381.76 |
11-Oct-24 |
| $6,241.00 |
1-Nov-24 |
| XIRR() |
-32.14 |
| Investment |
$6,381.76 |
| Return |
$6,241.00 |
| Profit |
-$140.76 |
| ROI |
-2.21% |
| Yearly profit projection |
-$2,446.54 |
| Yearly performance projection |
-38.34% |
| Days |
21 |
Investment 2 in Crecer mutual fund
| Cash flow |
Date |
| -$2083.76 |
28-Jun-2024 |
| -$1,500.00 |
30-Jul-2024 |
| -$2,317.82 |
3-Sep-24 |
| -$550.35 |
1-Oct-24 |
| 6,528.27 |
1-Nov-24 |
| XIRR() |
0.050911530852317 |
| Investment |
$6,451.93 |
| Return |
$6,528.27 |
| Profit |
$76.34 |
| ROI |
1.18% |
| Yearly profit projection |
$221.14 |
| Yearly performance projection |
3.43% |
| Days |
126 |
Investment 1 in Crecer mutual fund
| Cash flow |
Date |
| -$250.00 |
12-Apr-24 |
| -$1,750.00 |
16-Apr-24 |
| -$500.00 |
7-May-24 |
| -$500.00 |
14-May-24 |
| -$500.00 |
15-May-24 |
| $3,579.79 |
24-Jun-24 |
| XIRR() |
0.1519099295 |
| Investment |
$3,500.00 |
| Return |
$3,579.79 |
| Profit |
$79.79 |
| ROI |
2.28% |
| Yearly profit projection |
$398.95 |
| Yearly performance projection |
11.40% |
| Days |
73 |