In today’s post on WTF is going on with my investments, I finally looked at all of the money I put into investing in 2008-2013. My math may be wrong (if you see anything weird here let me know) but I think my rate of return, not taking into account fees, is at about 4% each year (3% if you don’t count dividends.) Yuck.
Total Investment: $88573
Total Withdrawal: $29383
Cash After Withdrawal: $59190
Current Account Value: $77591
Growth 2008-2013: $18401
Total Dividends: $4051 ($810/year)
Annual Growth Avg w/out Dividends: $2870 (3%)
Annual Growth Avg w/ Dividends: $3860 (4%)
Is there something wrong with my math here?