| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Легенда: сравнение финансовых результатов 3-х друзей-инвесторов, которые инвестировали в индекс S&P500, придерживаясь различных стратегий относительно времени входа на рынок. | ||||||||||||||||||||||
2 | t.me/mikemyday | Месячные инвестиции | $100 | Трус Вицин. Депозит -> покупка на пике рынка перед кризисом -> депозит -> покупка на дне. (Покупки в самые худшие времена) | Бывалый Никулин. Депозит -> покупка на дне рынка после кризиса -> депозит -> покупка на дне. (Покупки в самые лучшие времена) | Балбес Моргунов. Покупка каждый месяц акций, не смотря на кризисы. (Стабильно инвестирует) | |||||||||||||||||
3 | % ставка депозита в $ | 3.00% | |||||||||||||||||||||
4 | |||||||||||||||||||||||
5 | DateYear | Date | S&P Price | S&P Dividend | Shares | Value Reinvested | Cash Saved | Shares Owned | Tiffany Total Value | Cash Saved | Shares Owned | Brittany Total Value | Shares Owned | SarahTotal Value | |||||||||
6 | 1979 | 6/1/1979 | 101.7 | 5.34 | 1.00 | 101.70 | $100.00 | 0.00 | $100 | $100.00 | 0.00 | $100 | 0.98 | $100 | |||||||||
7 | 1979 | 7/1/1979 | 102.7 | 5.4 | 1.00 | 103.15 | $200.25 | 0.00 | $200 | $200.25 | 0.00 | $200 | 1.95 | $201 | |||||||||
8 | 1979 | 8/1/1979 | 107.4 | 5.45 | 1.01 | 108.34 | $300.75 | 0.00 | $301 | $300.75 | 0.00 | $301 | 2.88 | $312 | |||||||||
9 | 1979 | 9/1/1979 | 108.6 | 5.51 | 1.01 | 110.02 | $401.50 | 0.00 | $402 | $401.50 | 0.00 | $402 | 3.78 | $416 | |||||||||
10 | 1979 | 10/1/1979 | 104.5 | 5.56 | 1.02 | 106.31 | $502.51 | 0.00 | $503 | $502.51 | 0.00 | $503 | 4.73 | $502 | |||||||||
11 | 1979 | 11/1/1979 | 103.7 | 5.6 | 1.02 | 105.96 | $603.76 | 0.00 | $604 | $603.76 | 0.00 | $604 | 5.67 | $601 | |||||||||
12 | 1979 | 12/1/1979 | 107.8 | 5.65 | 1.03 | 110.65 | $705.27 | 0.00 | $705 | $705.27 | 0.00 | $705 | 6.57 | $727 | |||||||||
13 | 1980 | 1/1/1980 | 110.9 | 5.7 | 1.03 | 114.33 | $807.04 | 0.00 | $807 | $807.04 | 0.00 | $807 | 7.45 | $851 | |||||||||
14 | 1980 | 2/1/1980 | 115.3 | 5.75 | 1.04 | 119.37 | $909.05 | 0.00 | $909 | $909.05 | 0.00 | $909 | 8.29 | $989 | |||||||||
15 | 1980 | 3/1/1980 | 104.7 | 5.8 | 1.04 | 108.85 | $1,011.33 | 0.00 | $1,011 | $1,011.33 | 0.00 | $1,011 | 9.20 | $1,002 | |||||||||
16 | 1980 | 4/1/1980 | 103 | 5.85 | 1.04 | 107.58 | $1,113.85 | 0.00 | $1,114 | $1,113.85 | 0.00 | $1,114 | 10.13 | $1,090 | |||||||||
17 | 1980 | 5/1/1980 | 107.7 | 5.89 | 1.05 | 113.02 | $1,216.64 | 0.00 | $1,217 | $1,216.64 | 0.00 | $1,217 | 11.02 | $1,245 | |||||||||
18 | 1980 | 6/1/1980 | 114.6 | 5.94 | 1.05 | 120.81 | $1,319.68 | 0.00 | $1,320 | $1,319.68 | 0.00 | $1,320 | 11.85 | $1,431 | |||||||||
19 | 1980 | 7/1/1980 | 119.8 | 5.98 | 1.06 | 126.83 | $1,422.98 | 0.00 | $1,423 | $1,422.98 | 0.00 | $1,423 | 12.63 | $1,602 | |||||||||
20 | 1980 | 8/1/1980 | 123.5 | 6.03 | 1.06 | 131.30 | $1,526.54 | 0.00 | $1,527 | $1,526.54 | 0.00 | $1,527 | 13.40 | $1,759 | |||||||||
21 | 1980 | 9/1/1980 | 126.5 | 6.07 | 1.07 | 135.03 | $1,630.35 | 0.00 | $1,630 | $1,630.35 | 0.00 | $1,630 | 14.14 | $1,909 | |||||||||
22 | 1980 | 10/1/1980 | 130.2 | 6.1 | 1.07 | 139.54 | $1,734.43 | 0.00 | $1,734 | $1,734.43 | 0.00 | $1,734 | 14.85 | $2,073 | |||||||||
23 | 1980 | 11/1/1980 | 135.7 | 6.13 | 1.08 | 146.00 | $1,838.76 | 0.00 | $1,839 | $1,838.76 | 0.00 | $1,839 | 15.54 | $2,269 | |||||||||
24 | 1980 | 12/1/1980 | 133.5 | 6.16 | 1.08 | 144.17 | $1,943.36 | 0.00 | $1,943 | $1,943.36 | 0.00 | $1,943 | 16.23 | $2,340 | |||||||||
25 | 1981 | 1/1/1981 | 133 | 6.2 | 1.08 | 144.19 | $2,048.22 | 0.00 | $2,048 | $2,048.22 | 0.00 | $2,048 | 16.93 | $2,440 | |||||||||
26 | 1981 | 2/1/1981 | 128.4 | 6.24 | 1.09 | 139.74 | $2,153.34 | 0.00 | $2,153 | $2,153.34 | 0.00 | $2,153 | 17.64 | $2,465 | |||||||||
27 | 1981 | 3/1/1981 | 133.2 | 6.28 | 1.09 | 145.55 | $2,258.72 | 0.00 | $2,259 | $2,258.72 | 0.00 | $2,259 | 18.33 | $2,668 | |||||||||
28 | 1981 | 4/1/1981 | 134.4 | 6.32 | 1.10 | 147.44 | $2,364.37 | 0.00 | $2,364 | $2,364.37 | 0.00 | $2,364 | 19.01 | $2,802 | |||||||||
29 | 1981 | 5/1/1981 | 131.7 | 6.35 | 1.10 | 145.04 | $2,470.28 | 0.00 | $2,470 | $2,470.28 | 0.00 | $2,470 | 19.70 | $2,857 | |||||||||
30 | 1981 | 6/1/1981 | 132.3 | 6.39 | 1.11 | 146.29 | $2,576.46 | 0.00 | $2,576 | $2,576.46 | 0.00 | $2,576 | 20.38 | $2,981 | |||||||||
31 | 1981 | 7/1/1981 | 129.1 | 6.43 | 1.11 | 143.32 | $2,682.90 | 0.00 | $2,683 | $2,682.90 | 0.00 | $2,683 | 21.08 | $3,021 | |||||||||
32 | 1981 | 8/1/1981 | 129.6 | 6.48 | 1.11 | 144.48 | $2,789.61 | 0.00 | $2,790 | $2,789.61 | 0.00 | $2,790 | 21.77 | $3,145 | |||||||||
33 | 1981 | 9/1/1981 | 118.3 | 6.52 | 1.12 | 132.43 | $2,896.58 | 0.00 | $2,897 | $2,896.58 | 0.00 | $2,897 | 22.52 | $2,983 | |||||||||
34 | 1981 | 10/1/1981 | 119.8 | 6.56 | 1.12 | 134.72 | $3,003.82 | 0.00 | $3,004 | $3,003.82 | 0.00 | $3,004 | 23.27 | $3,135 | |||||||||
35 | 1981 | 11/1/1981 | 122.9 | 6.59 | 1.13 | 138.84 | $3,111.33 | 0.00 | $3,111 | $3,111.33 | 0.00 | $3,111 | 23.99 | $3,330 | |||||||||
36 | 1981 | 12/1/1981 | 123.8 | 6.63 | 1.13 | 140.48 | $3,219.11 | 0.00 | $3,219 | $3,219.11 | 0.00 | $3,219 | 24.70 | $3,470 | |||||||||
37 | 1982 | 1/1/1982 | 117.3 | 6.66 | 1.14 | 133.70 | $3,327.16 | 0.00 | $3,327 | $3,327.16 | 0.00 | $3,327 | 25.45 | $3,402 | |||||||||
38 | 1982 | 2/1/1982 | 114.5 | 6.69 | 1.15 | 131.13 | $3,435.47 | 0.00 | $3,435 | $3,435.47 | 0.00 | $3,435 | 26.21 | $3,437 | |||||||||
39 | 1982 | 3/1/1982 | 110.8 | 6.72 | 1.15 | 127.51 | $3,544.06 | 0.00 | $3,544 | $3,544.06 | 0.00 | $3,544 | 26.99 | $3,442 | |||||||||
40 | 1982 | 4/1/1982 | 116.3 | 6.75 | 1.16 | 134.51 | $3,652.92 | 0.00 | $3,653 | $3,652.92 | 0.00 | $3,653 | 27.74 | $3,731 | |||||||||
41 | 1982 | 5/1/1982 | 116.4 | 6.78 | 1.16 | 135.28 | $3,762.06 | 0.00 | $3,762 | $3,762.06 | 0.00 | $3,762 | 28.48 | $3,852 | |||||||||
42 | 1982 | 6/1/1982 | 109.7 | 6.81 | 1.17 | 128.11 | $3,871.46 | 0.00 | $3,871 | $3,871.46 | 0.00 | $3,871 | 29.26 | $3,748 | |||||||||
43 | 1982 | 7/1/1982 | 109.4 | 6.82 | 1.17 | 128.42 | $3,981.14 | 0.00 | $3,981 | $3,981.14 | 0.00 | $3,981 | 30.04 | $3,857 | |||||||||
44 | 1982 | 8/1/1982 | 109.7 | 6.84 | 1.18 | 129.44 | $4,091.09 | 0.00 | $4,091 | $4,091.09 | 0.00 | $4,091 | 30.81 | $3,988 | |||||||||
45 | 1982 | 9/1/1982 | 122.4 | 6.85 | 1.19 | 145.18 | $4,201.32 | 0.00 | $4,201 | $4,201.32 | 0.00 | $4,201 | 31.50 | $4,573 | |||||||||
46 | 1982 | 10/1/1982 | 132.7 | 6.86 | 1.19 | 158.13 | $4,311.82 | 0.00 | $4,312 | $4,311.82 | 0.00 | $4,312 | 32.13 | $5,081 | |||||||||
47 | 1982 | 11/1/1982 | 138.1 | 6.86 | 1.20 | 165.28 | $4,422.60 | 0.00 | $4,423 | $4,422.60 | 0.00 | $4,423 | 32.73 | $5,410 | |||||||||
48 | 1982 | 12/1/1982 | 139.4 | 6.87 | 1.20 | 167.52 | $4,533.66 | 0.00 | $4,534 | $4,533.66 | 0.00 | $4,534 | 33.33 | $5,584 | |||||||||
49 | 1983 | 1/1/1983 | 144.3 | 6.88 | 1.21 | 174.12 | $4,644.99 | 0.00 | $4,645 | $4,644.99 | 0.00 | $4,645 | 33.91 | $5,904 | |||||||||
50 | 1983 | 2/1/1983 | 146.8 | 6.9 | 1.21 | 177.84 | $4,756.61 | 0.00 | $4,757 | $4,756.61 | 0.00 | $4,757 | 34.47 | $6,130 | |||||||||
51 | 1983 | 3/1/1983 | 151.9 | 6.91 | 1.22 | 184.74 | $4,868.50 | 0.00 | $4,868 | $4,868.50 | 0.00 | $4,868 | 35.01 | $6,468 | |||||||||
52 | 1983 | 4/1/1983 | 157.7 | 6.92 | 1.22 | 192.52 | $4,980.67 | 0.00 | $4,981 | $4,980.67 | 0.00 | $4,981 | 35.53 | $6,840 | |||||||||
53 | 1983 | 5/1/1983 | 164.1 | 6.93 | 1.23 | 201.07 | $5,093.12 | 0.00 | $5,093 | $5,093.12 | 0.00 | $5,093 | 36.03 | $7,244 | |||||||||
54 | 1983 | 6/1/1983 | 166.4 | 6.94 | 1.23 | 204.60 | $5,205.85 | 0.00 | $5,206 | $5,205.85 | 0.00 | $5,206 | 36.51 | $7,471 | |||||||||
55 | 1983 | 7/1/1983 | 167 | 6.96 | 1.23 | 206.06 | $5,318.87 | 0.00 | $5,319 | $5,318.87 | 0.00 | $5,319 | 37.00 | $7,624 | |||||||||
56 | 1983 | 8/1/1983 | 162.4 | 6.98 | 1.24 | 201.08 | $5,432.17 | 0.00 | $5,432 | $5,432.17 | 0.00 | $5,432 | 37.50 | $7,540 | |||||||||
57 | 1983 | 9/1/1983 | 167.2 | 7 | 1.24 | 207.76 | $5,545.75 | 0.00 | $5,546 | $5,545.75 | 0.00 | $5,546 | 37.98 | $7,890 | |||||||||
58 | 1983 | 10/1/1983 | 167.7 | 7.03 | 1.25 | 209.11 | $5,659.61 | 0.00 | $5,660 | $5,659.61 | 0.00 | $5,660 | 38.46 | $8,042 | |||||||||
59 | 1983 | 11/1/1983 | 165.2 | 7.06 | 1.25 | 206.71 | $5,773.76 | 0.00 | $5,774 | $5,773.76 | 0.00 | $5,774 | 38.94 | $8,049 | |||||||||
60 | 1983 | 12/1/1983 | 164.4 | 7.09 | 1.26 | 206.44 | $5,888.19 | 0.00 | $5,888 | $5,888.19 | 0.00 | $5,888 | 39.42 | $8,139 | |||||||||
61 | 1984 | 1/1/1984 | 166.4 | 7.12 | 1.26 | 209.71 | $6,002.91 | 0.00 | $6,003 | $6,002.91 | 0.00 | $6,003 | 39.90 | $8,368 | |||||||||
62 | 1984 | 2/1/1984 | 157.3 | 7.15 | 1.26 | 198.94 | $6,117.92 | 0.00 | $6,118 | $6,117.92 | 0.00 | $6,118 | 40.40 | $8,038 | |||||||||
63 | 1984 | 3/1/1984 | 157.4 | 7.18 | 1.27 | 199.82 | $6,233.22 | 0.00 | $6,233 | $6,233.22 | 0.00 | $6,233 | 40.90 | $8,174 | |||||||||
64 | 1984 | 4/1/1984 | 157.6 | 7.22 | 1.27 | 200.84 | $6,348.80 | 0.00 | $6,349 | $6,348.80 | 0.00 | $6,349 | 41.40 | $8,315 | |||||||||
65 | 1984 | 5/1/1984 | 156.6 | 7.27 | 1.28 | 200.33 | $6,464.67 | 0.00 | $6,465 | $6,464.67 | 0.00 | $6,465 | 41.90 | $8,394 | |||||||||
66 | 1984 | 6/1/1984 | 153.1 | 7.31 | 1.28 | 196.61 | $6,580.83 | 0.00 | $6,581 | $6,580.83 | 0.00 | $6,581 | 42.41 | $8,338 | |||||||||
67 | 1984 | 7/1/1984 | 151.1 | 7.33 | 1.29 | 194.81 | $6,697.29 | 0.00 | $6,697 | $6,697.29 | 0.00 | $6,697 | 42.92 | $8,362 | |||||||||
68 | 1984 | 8/1/1984 | 164.4 | 7.36 | 1.29 | 212.82 | $6,814.03 | 0.00 | $6,814 | $6,814.03 | 0.00 | $6,814 | 43.39 | $9,235 | |||||||||
69 | 1984 | 9/1/1984 | 166.1 | 7.38 | 1.30 | 215.82 | $6,931.06 | 0.00 | $6,931 | $6,931.06 | 0.00 | $6,931 | 43.86 | $9,465 | |||||||||
70 | 1984 | 10/1/1984 | 164.8 | 7.43 | 1.30 | 214.92 | $7,048.39 | 0.00 | $7,048 | $7,048.39 | 0.00 | $7,048 | 44.32 | $9,526 | |||||||||
71 | 1984 | 11/1/1984 | 166.3 | 7.48 | 1.31 | 217.69 | $7,166.01 | 0.00 | $7,166 | $7,166.01 | 0.00 | $7,166 | 44.78 | $9,749 | |||||||||
72 | 1984 | 12/1/1984 | 164.5 | 7.53 | 1.31 | 216.14 | $7,283.93 | 0.00 | $7,284 | $7,283.93 | 0.00 | $7,284 | 45.24 | $9,779 | |||||||||
73 | 1985 | 1/1/1985 | 171.6 | 7.57 | 1.32 | 226.33 | $7,402.14 | 0.00 | $7,402 | $7,402.14 | 0.00 | $7,402 | 45.69 | $10,340 | |||||||||
74 | 1985 | 2/1/1985 | 180.9 | 7.62 | 1.32 | 239.48 | $7,520.64 | 0.00 | $7,521 | $7,520.64 | 0.00 | $7,521 | 46.10 | $11,041 | |||||||||
75 | 1985 | 3/1/1985 | 179.4 | 7.66 | 1.33 | 238.32 | $7,639.44 | 0.00 | $7,639 | $7,639.44 | 0.00 | $7,639 | 46.52 | $11,088 | |||||||||
76 | 1985 | 4/1/1985 | 180.6 | 7.69 | 1.33 | 240.77 | $7,758.54 | 0.00 | $7,759 | $7,758.54 | 0.00 | $7,759 | 46.94 | $11,302 | |||||||||
77 | 1985 | 5/1/1985 | 184.9 | 7.71 | 1.34 | 247.38 | $7,877.94 | 0.00 | $7,878 | $7,877.94 | 0.00 | $7,878 | 47.34 | $11,712 | |||||||||
78 | 1985 | 6/1/1985 | 188.9 | 7.74 | 1.34 | 253.61 | $7,997.63 | 0.00 | $7,998 | $7,997.63 | 0.00 | $7,998 | 47.74 | $12,107 | |||||||||
79 | 1985 | 7/1/1985 | 192.5 | 7.77 | 1.35 | 259.32 | $8,117.63 | 0.00 | $8,118 | $8,117.63 | 0.00 | $8,118 | 48.12 | $12,479 | |||||||||
80 | 1985 | 8/1/1985 | 188.3 | 7.81 | 1.35 | 254.52 | $8,237.92 | 0.00 | $8,238 | $8,237.92 | 0.00 | $8,238 | 48.52 | $12,348 | |||||||||
81 | 1985 | 9/1/1985 | 184.1 | 7.84 | 1.36 | 249.70 | $8,358.52 | 0.00 | $8,359 | $8,358.52 | 0.00 | $8,359 | 48.92 | $12,215 | |||||||||
82 | 1985 | 10/1/1985 | 186.2 | 7.86 | 1.36 | 253.45 | $8,479.41 | 0.00 | $8,479 | $8,479.41 | 0.00 | $8,479 | 49.31 | $12,498 | |||||||||
83 | 1985 | 11/1/1985 | 197.5 | 7.88 | 1.37 | 269.77 | $8,600.61 | 0.00 | $8,601 | $8,600.61 | 0.00 | $8,601 | 49.68 | $13,403 | |||||||||
84 | 1985 | 12/1/1985 | 207.3 | 7.9 | 1.37 | 284.10 | $8,722.11 | 0.00 | $8,722 | $8,722.11 | 0.00 | $8,722 | 50.03 | $14,215 | |||||||||
85 | 1986 | 1/1/1986 | 208.2 | 7.94 | 1.37 | 286.24 | $8,843.92 | 0.00 | $8,844 | $8,843.92 | 0.00 | $8,844 | 50.38 | $14,422 | |||||||||
86 | 1986 | 2/1/1986 | 219.4 | 7.98 | 1.38 | 302.60 | $8,966.03 | 0.00 | $8,966 | $8,966.03 | 0.00 | $8,966 | 50.71 | $15,346 | |||||||||
87 | 1986 | 3/1/1986 | 232.3 | 8.02 | 1.38 | 321.36 | $9,088.44 | 0.00 | $9,088 | $9,088.44 | 0.00 | $9,088 | 51.02 | $16,397 | |||||||||
88 | 1986 | 4/1/1986 | 238 | 8.05 | 1.39 | 330.19 | $9,211.16 | 0.00 | $9,211 | $9,211.16 | 0.00 | $9,211 | 51.33 | $16,948 | |||||||||
89 | 1986 | 5/1/1986 | 238.5 | 8.07 | 1.39 | 331.82 | $9,334.19 | 0.00 | $9,334 | $9,334.19 | 0.00 | $9,334 | 51.63 | $17,131 | |||||||||
90 | 1986 | 6/1/1986 | 245.3 | 8.1 | 1.40 | 342.24 | $9,457.53 | 0.00 | $9,458 | $9,457.53 | 0.00 | $9,458 | 51.92 | $17,770 | |||||||||
91 | 1986 | 7/1/1986 | 240.2 | 8.14 | 1.40 | 336.05 | $9,581.17 | 0.00 | $9,581 | $9,581.17 | 0.00 | $9,581 | 52.22 | $17,548 | |||||||||
92 | 1986 | 8/1/1986 | 245 | 8.19 | 1.40 | 343.73 | $9,705.12 | 0.00 | $9,705 | $9,705.12 | 0.00 | $9,705 | 52.51 | $18,049 | |||||||||
93 | 1986 | 9/1/1986 | 238.3 | 8.23 | 1.41 | 335.26 | $9,829.39 | 0.00 | $9,829 | $9,829.39 | 0.00 | $9,829 | 52.81 | $17,705 | |||||||||
94 | 1986 | 10/1/1986 | 237.4 | 8.25 | 1.41 | 334.96 | $9,953.96 | 0.00 | $9,954 | $9,953.96 | 0.00 | $9,954 | 53.11 | $17,788 | |||||||||
95 | 1986 | 11/1/1986 | 245.1 | 8.26 | 1.42 | 346.83 | $10,078.85 | 0.00 | $10,079 | $10,078.85 | 0.00 | $10,079 | 53.39 | $18,519 | |||||||||
96 | 1986 | 12/1/1986 | 248.6 | 8.28 | 1.42 | 352.77 | $10,204.04 | 0.00 | $10,204 | $10,204.04 | 0.00 | $10,204 | 53.68 | $18,936 | |||||||||
97 | 1987 | 1/1/1987 | 264.5 | 8.3 | 1.42 | 376.37 | $10,329.55 | 0.00 | $10,330 | $10,329.55 | 0.00 | $10,330 | 53.94 | $20,303 | |||||||||
98 | 1987 | 2/1/1987 | 280.9 | 8.32 | 1.43 | 400.75 | $10,455.38 | 0.00 | $10,455 | $10,455.38 | 0.00 | $10,455 | 54.19 | $21,718 | |||||||||
99 | 1987 | 3/1/1987 | 292.5 | 8.34 | 1.43 | 418.33 | $10,581.51 | 0.00 | $10,582 | $10,581.51 | 0.00 | $10,582 | 54.43 | $22,771 | |||||||||
100 | 1987 | 4/1/1987 | 289.3 | 8.4 | 1.43 | 414.74 | $10,707.97 | 0.00 | $10,708 | $10,707.97 | 0.00 | $10,708 | 54.67 | $22,675 | |||||||||