ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
Scenario:
Invest 1 time per year, at highest closing price
To play with YELLOW CELLS, please copy the Google Sheet
2
$12,000
per year invested at MAX closing price
to your own Google account, THEN EDIT YELLOW CELLS
3
0.50%
commissions
3.00%
inflation pa
4
From YAHOO FINANCE
Go all the way to the end of the rows/data - see the Value held VS Total Paid Vs Total Paid +inflation
5
DateOpenHighLowCloseAdj CloseVolumeYearAdj CloseCount of Months with same yearMinMedianMaxUnits
Bought
Cummulative Units
Held
Cummulative Value
Held
Cummulative Total Paid

Pink = losses
Cummulative Total Paid + Inflation

Pink = losses
6
1994-01-0146.5937548.312546.4062548.2187528.3706196837100199428.3706191226.23776427.33493928.45752 419.57 419.57 $ 11,903.54 $ 12,000.00 $ 12,030.00
7
1994-01-0248.1562548.2812546.562546.812527.54320310974400199427.54320312 419.57 $ 11,556.38 $ 12,000.00 $ 12,060.00
8
1994-01-0346.812547.312543.5312544.5937526.23776414705500199426.23776412 419.57 $ 11,008.65 $ 12,000.00 $ 12,090.00
9
1994-01-0443.3437545.35937543.3437545.0937526.68499911429000199426.68499912 419.57 $ 11,196.30 $ 12,000.00 $ 12,120.00
10
1994-01-0545.0937545.937544.17187545.812527.110348545100199427.1103412 419.57 $ 11,374.76 $ 12,000.00 $ 12,150.00
11
1994-01-0645.70312546.56254444.4687526.31515310352700199426.31515312 419.57 $ 11,041.12 $ 12,000.00 $ 12,180.00
12
1994-01-0744.687546.04687544.37545.9062527.3454285452100199427.34542812 419.57 $ 11,473.40 $ 12,000.00 $ 12,210.00
13
1994-01-0845.937547.98437545.6562547.6562528.3878657945800199428.38786512 419.57 $ 11,910.77 $ 12,000.00 $ 12,240.00
14
1994-01-0947.547.7187545.73437546.17187527.5036626309300199427.50366212 419.57 $ 11,539.79 $ 12,000.00 $ 12,270.00
15
1994-01-1046.20312547.7031254547.48437528.457525437600199428.4575212 419.57 $ 11,940.00 $ 12,000.00 $ 12,300.00
16
1994-01-1147.2812547.32812544.60937545.5937527.324454807300199427.3244512 419.57 $ 11,464.59 $ 12,000.00 $ 12,330.00
17
1994-01-1245.64062546.4062544.687545.562527.3057218568500199427.30572112 419.57 $ 11,456.74 $ 12,000.00 $ 12,360.00
18
1995-01-0145.70312547.23437545.687547.0937528.4484412768000199528.4484411228.44844133.675245537.76236 316.19 735.76 $ 20,931.24 $ 24,000.00 $ 24,780.00
19
1995-01-0247.1562549.156254749.01562529.6094115954800199529.60941112 735.76 $ 21,785.44 $ 24,000.00 $ 24,840.00
20
1995-01-0348.9687550.89062548.2187550.10937530.2701214538000199530.27012112 735.76 $ 22,271.56 $ 24,000.00 $ 24,900.00
21
1995-01-0450.0937551.67187550.062551.5937531.3355084395200199531.33550812 735.76 $ 23,055.43 $ 24,000.00 $ 24,960.00
22
1995-01-0551.54687553.64062551.39062553.64062532.5786676986200199532.57866712 735.76 $ 23,970.10 $ 24,000.00 $ 25,020.00
23
1995-01-0653.4062555.1562552.7554.4062533.0436715790900199533.04367112 735.76 $ 24,312.23 $ 24,000.00 $ 25,080.00
24
1995-01-0754.4687556.70312554.20312556.1562534.306825508200199534.3068212 735.76 $ 25,241.61 $ 24,000.00 $ 25,140.00
25
1995-01-0856.23437556.79687555.42187556.4062534.459568100100199534.4595612 735.76 $ 25,353.99 $ 24,000.00 $ 25,200.00
26
1995-01-0956.39062558.9062556.3437558.48437535.729137431600199535.7291312 735.76 $ 26,288.09 $ 24,000.00 $ 25,260.00
27
1995-01-1058.48437559.187557.26562558.312535.8142858944800199535.81428512 735.76 $ 26,350.74 $ 24,000.00 $ 25,320.00
28
1995-01-1158.2812561.20312558.23437560.9062537.4073228841700199537.40732212 735.76 $ 27,522.83 $ 24,000.00 $ 25,380.00
29
1995-01-1260.98437562.79687560.57812561.48437537.762369816800199537.7623612 735.76 $ 27,784.06 $ 24,000.00 $ 25,440.00
30
1996-01-0161.4062563.687559.64062563.67187539.34765210661800199639.3476521239.34765241.138000547.678547 250.43 986.19 $ 38,804.17 $ 36,000.00 $ 38,250.00
31
1996-01-0263.60937566.687563.437563.87539.47317514850400199639.47317512 986.19 $ 38,927.96 $ 36,000.00 $ 38,340.00
32
1996-01-0364.64062565.968756264.687539.97527319022700199639.97527312 986.19 $ 39,423.12 $ 36,000.00 $ 38,430.00
33
1996-01-046565.812562.12565.39062540.58927214999300199640.58927212 986.19 $ 40,028.64 $ 36,000.00 $ 38,520.00
34
1996-01-0565.37568.437563.07812566.87541.51065817453200199641.51065812 986.19 $ 40,937.30 $ 36,000.00 $ 38,610.00
35
1996-01-0666.89062568.566.1562567.10937541.65613216871800199641.65613212 986.19 $ 41,080.77 $ 36,000.00 $ 38,700.00
36
1996-01-0767.2812567.70312560.37564.0937539.99506828811500199639.99506812 986.19 $ 39,442.64 $ 36,000.00 $ 38,790.00
37
1996-01-0864.1562567.3437564.062565.32812540.76534315593100199640.76534312 986.19 $ 40,202.28 $ 36,000.00 $ 38,880.00
38
1996-01-0964.4687569.2564.37568.62542.82260517216100199642.82260512 986.19 $ 42,231.13 $ 36,000.00 $ 38,970.00
39
1996-01-1068.70312571.62568.437570.8437544.43464314791800199644.43464312 986.19 $ 43,820.90 $ 36,000.00 $ 39,060.00
40
1996-01-1170.98437576.687570.26562576.01562547.67854724089700199647.67854712 986.19 $ 47,020.00 $ 36,000.00 $ 39,150.00
41
1996-01-1275.92187576.57812571.87573.8437546.31631134952800199646.31631112 986.19 $ 45,676.58 $ 36,000.00 $ 39,240.00
42
1997-01-0174.37579.687572.7578.4062549.41965143623700199749.4196511247.50906856.64062561.878319 192.96 1,179.15 $ 58,273.04 $ 48,000.00 $ 52,440.00
43
1997-01-0278.718758277.12579.1562549.89240630028800199749.89240612 1,179.15 $ 58,830.48 $ 48,000.00 $ 52,560.00
44
1997-01-0378.7581.79687575.2575.37547.50906837514300199747.50906812 1,179.15 $ 56,020.18 $ 48,000.00 $ 52,680.00
45
1997-01-0475.2580.687573.312580.0937550.67662457679300199750.67662412 1,179.15 $ 59,755.19 $ 48,000.00 $ 52,800.00
46
1997-01-0580.2187585.562579.312585.1562553.87975337473400199753.87975312 1,179.15 $ 63,532.15 $ 48,000.00 $ 52,920.00
47
1997-01-0685.3437590.584.07812588.312555.87682347332500199755.87682312 1,179.15 $ 65,886.99 $ 48,000.00 $ 53,040.00
48
1997-01-0788.596.0312588.39062595.312560.54059665359700199760.54059612 1,179.15 $ 71,386.27 $ 48,000.00 $ 53,160.00
49
1997-01-0895.596.62589.3437590.37557.40442799046800199757.40442712 1,179.15 $ 67,688.26 $ 48,000.00 $ 53,280.00
50
1997-01-0990.687596.37590.2594.37559.94514878642200199759.94514812 1,179.15 $ 70,684.14 $ 48,000.00 $ 53,400.00
51
1997-01-1095.2598.584.37592.062558.690796137440500199758.69079612 1,179.15 $ 69,205.08 $ 48,000.00 $ 53,520.00
52
1997-01-1193.187596.812590.0937595.62560.96191493157400199760.96191412 1,179.15 $ 71,883.06 $ 48,000.00 $ 53,640.00
53
1997-01-1296.218759992.37597.062561.87831979162300199761.87831912 1,179.15 $ 72,963.64 $ 48,000.00 $ 53,760.00
54
1998-01-0197.312599.562590.9062598.312562.924587104582300199862.9245871261.81712370.723762579.684914 149.84 1,328.99 $ 83,625.97 $ 60,000.00 $ 67,350.00
55
1998-01-0299.90625105.5312599.71875105.12567.28495869733700199867.28495812 1,328.99 $ 89,420.85 $ 60,000.00 $ 67,500.00
56
1998-01-03105.25111.53125103.15625109.937570.36520487316900199870.36520412 1,328.99 $ 93,514.46 $ 60,000.00 $ 67,650.00
57
1998-01-04110.3125113.4375107.625111.3437571.469994118629400199871.46999412 1,328.99 $ 94,982.71 $ 60,000.00 $ 67,800.00
58
1998-01-05111.75113.3125107.578125109.0312569.985634116264800199869.98563412 1,328.99 $ 93,010.01 $ 60,000.00 $ 67,950.00
59
1998-01-06108.96875114.6875107.5113.312572.733696141993600199872.73369612 1,328.99 $ 96,662.15 $ 60,000.00 $ 68,100.00
60
1998-01-07114.0625119.234375111.3125111.7812571.979126155280200199871.97912612 1,328.99 $ 95,659.34 $ 60,000.00 $ 68,250.00
61
1998-01-08111.78125112.421875959661.817123268542800199861.81712312 1,328.99 $ 82,154.17 $ 60,000.00 $ 68,400.00
62
1998-01-0996.062510793.625101.7565.519722269370500199865.51972212 1,328.99 $ 87,074.87 $ 60,000.00 $ 68,550.00
63
1998-01-10100.03125110.9062592.2187511071.082321249152700199871.08232112 1,328.99 $ 94,467.50 $ 60,000.00 $ 68,700.00
64
1998-01-11110.8125119.71875110.1875116.12575.040337136369000199875.04033712 1,328.99 $ 99,727.65 $ 60,000.00 $ 68,850.00
65
1998-01-12116.125124.75113.75123.312579.684914156026700199879.68491412 1,328.99 $ 105,900.23 $ 60,000.00 $ 69,000.00
66
1999-01-01123.375128.5120.375127.6562582.765877141419000199982.7658771280.11171786.31356896.015198 124.36 1,453.34 $ 120,287.17 $ 72,000.00 $ 82,980.00
67
1999-01-02128.6875128.84375121.328125123.562580.111717164624900199980.11171712 1,453.34 $ 116,429.77 $ 72,000.00 $ 83,160.00
68
1999-01-03123.65625132.625121.78125128.37583.231895148191100199983.23189512 1,453.34 $ 120,964.45 $ 72,000.00 $ 83,340.00
69
1999-01-04129.6875137.5128.125133.2586.602119156755700199986.60211912 1,453.34 $ 125,862.54 $ 72,000.00 $ 83,520.00
70
1999-01-05133.4375138128130.20312584.621925182566900199984.62192512 1,453.34 $ 122,984.64 $ 72,000.00 $ 83,700.00
71
1999-01-06130.125137.5128.01562513789.039345160692200199989.03934512 1,453.34 $ 129,404.67 $ 72,000.00 $ 83,880.00
72
1999-01-07137142.25132.5625132.7586.537651115669100199986.53765112 1,453.34 $ 125,768.85 $ 72,000.00 $ 84,060.00
73
1999-01-08132.75138.78125127132.062586.089485142925900199986.08948512 1,453.34 $ 125,117.51 $ 72,000.00 $ 84,240.00
74
1999-01-09132.9375136.625125.5625128.7583.930115167972700199983.93011512 1,453.34 $ 121,979.21 $ 72,000.00 $ 84,420.00
75
1999-01-10127.9375137.6875123.437513789.559662196829400199989.55966212 1,453.34 $ 130,160.87 $ 72,000.00 $ 84,600.00
76
1999-01-11136.5143134.59375139.2812591.050926125042200199991.05092612 1,453.34 $ 132,328.18 $ 72,000.00 $ 84,780.00
77
1999-01-12139.3125147.5625139146.87596.015198121529300199996.01519812 1,453.34 $ 139,542.97 $ 72,000.00 $ 84,960.00
78
2000-01-01148.25148.25135139.562591.458778156770800200091.4587781286.6089194.273651100.324051 119.01 1,572.36 $ 143,805.84 $ 84,000.00 $ 99,330.00
79
2000-01-02139.75144.5625132.71875137.437590.066216186938300200090.06621612 1,572.36 $ 141,616.23 $ 84,000.00 $ 99,540.00
80
2000-01-03137.625155.75135.03125150.37598.544502247594900200098.54450212 1,572.36 $ 154,947.12 $ 84,000.00 $ 99,750.00
81
2000-01-04150.125153.109375133.5145.0937595.32515229246200200095.3251512 1,572.36 $ 149,885.15 $ 84,000.00 $ 99,960.00
82
2000-01-05146.5625148.484375136.5142.812593.826424161024000200093.82642412 1,572.36 $ 147,528.62 $ 84,000.00 $ 100,170.00
83
2000-01-06143.6875149.15625143145.2812595.448349127146000200095.44834912 1,572.36 $ 150,078.87 $ 84,000.00 $ 100,380.00
84
2000-01-07145.4375151.984375141.51562514394.170837106780100200094.17083712 1,572.36 $ 148,070.16 $ 84,000.00 $ 100,590.00
85
2000-01-08143.625153.09375142.625152.34375100.3240511023655002000100.32405112 1,572.36 $ 157,745.21 $ 84,000.00 $ 100,800.00
86
2000-01-09153.25153.59375142.125143.62594.58242113203000200094.5824212 1,572.36 $ 148,717.32 $ 84,000.00 $ 101,010.00
87
2000-01-10144.28125145.75130.15625142.95312594.376465178392400200094.37646512 1,572.36 $ 148,393.48 $ 84,000.00 $ 101,220.00
88
2000-01-11142.25144.296875129.75132.2812587.330994156699900200087.33099412 1,572.36 $ 137,315.49 $ 84,000.00 $ 101,430.00
89
2000-01-12133.1875139.5625125.53125131.187586.60891165416700200086.6089112 1,572.36 $ 136,180.11 $ 84,000.00 $ 101,640.00
90
2001-01-01132138.699997127.5625137.02000490.736954181296400200190.7369541269.54535779.039821590.736954 131.59 1,703.95 $ 154,610.87 $ 96,000.00 $ 116,400.00
91
2001-01-02137.100006137.990005121.800003123.94999782.081772178607000200182.08177212 1,703.95 $ 139,862.91 $ 96,000.00 $ 116,640.00
92
2001-01-03124.050003127.75108.040001116.69000277.274101318187200200177.27410112 1,703.95 $ 131,670.90 $ 96,000.00 $ 116,880.00
93
2001-01-04116.300003127.269997109.300003126.66000484.102242251839700200184.10224212 1,703.95 $ 143,305.68 $ 96,000.00 $ 117,120.00
94
2001-01-05125.07132.089996123.440002125.94999783.630745208040000200183.63074512 1,703.95 $ 142,502.28 $ 96,000.00 $ 117,360.00
95
2001-01-06126.199997129.229996120.400002122.59999881.406364203578200200181.40636412 1,703.95 $ 138,712.05 $ 96,000.00 $ 117,600.00
96
2001-01-07122.800003124.32116.75121.34999880.805542196892900200180.80554212 1,703.95 $ 137,688.28 $ 96,000.00 $ 117,840.00
97
2001-01-08121.970001123.25112.040001114.15000276.011147269599600200176.01114712 1,703.95 $ 129,518.89 $ 96,000.00 $ 118,080.00
98
2001-01-09113.849998116.16999893.800003104.44000269.545357419156100200169.54535712 1,703.95 $ 118,501.53 $ 96,000.00 $ 118,320.00
99
2001-01-10103.900002111.790001102.830002105.80000370.715317512612000200170.71531712 1,703.95 $ 120,495.08 $ 96,000.00 $ 118,560.00
100
2001-01-11106.599998116.900002105.699997114.05000376.229507372515000200176.22950712 1,703.95 $ 129,890.97 $ 96,000.00 $ 118,800.00