2020

Year in Review

What a ride 2020 was. It's been a surreal experience to partake in especially for fresh investors like myself. Though I didn't lose much in terms of profit, it was still quite a shock to see most of the stock market down over 20%. I guess we have an entire pandemic to thank for that. The portfolio itself managed to finish in the green by the year end. Though March was a pretty tough one being down around $150 dollars. 2020's recovery came in quick though but it had a long way to go.

Dividends: $0.03

Money Deposited: $200

Portfolio Value: $196.58

Dividends: $0.48

Money Deposited: $200

Portfolio Value: $366.91

Dividends: $1.28

Money Deposited: $300

Portfolio Value: $583.80

Dividends: $1.18

Money Deposited: $200

Portfolio Value: $843.06

Dividends: $2.07

Money Deposited: $210

Portfolio Value: $1,079.34

Dividends: $4.04

Money Deposited: $500

Portfolio Value: $1,578.77

Dividends: $3.68

Money Deposited: $500

Portfolio Value: $2,134.53

Dividends: $3.41

Money Deposited: $750

Portfolio Value: $3,012.57

Dividends: $10.14

Money Deposited: $500

Portfolio Value: $3,436.73

Dividends: $5.51

Money Deposited: $500

Portfolio Value: $3,788.55

Dividends: $6.96

Money Deposited: $0

Portfolio Value: $4,205.11

Dividends: $17.68

Money Deposited: $1,000

Portfolio Value: $5,408.34

Statistics

Money Deposited: $4,860

Dividends Recieved: $56.46

Annual Monthly Average: $4.705


Compass

Amount Invested ■

Amount Returned ■


Trades

January

17th: 52 Buys valued at $99.76

21st: 52 Buys valued at $99.30

February

3rd: 52 Buys valued at $99.86

18th: 52 Buys valued at $100.14

March

2nd: 52 Buys valued at $100.32

16th: 52 Buys valued at $100.72

24th: 4 Buys valued at $3.26 and 1 Sell valued at $3.33

30th: 50 Buys valued at $100.54

April

13th: 49 Buys valued at $100.42

27th: 28 Buys valued at $89.14

May

5th: 1 Sell valued at $6.65

7th: Deposited $10

8th: 9 Buys valued at $18.14

11th: 4 Sells valued at $47.85

12th: 24 Buys valued at $244.90 and 13 Sells valued at $87.76

13th: 11 Buys valued at $56.73 and 10 Sells valued at $57.76

26th: 35 Buys valued at $97.41

June

8th: 40 Buys valued at $253.58

22nd: 38 Buys valued at $252.95

July

6th: 45 Buys valued at $252.78

20th: 47 buys valued at $251

21st: 3 Buys valued at $9.99 and 4 Sells valued at $10.46

22nd: 8 Buys valued at $69.17 and 14 Sells $70.31

August

3rd: 47 Buys valued at $254.30

17th: 47 Buys valued at $252.08

31st: 25 Buys valued at $249.11

31st: Stock Split Apple (AAPL) +0.74151 shares

September

14th: 34 Buys valued at $256.97

28th: 43 Buys valued at $253.28

October

13th: 44 Buys valued at $253.38

26th: 45 Buys valued at $252.66

27th: Stock Split NextEra Energy Inc (NEE) +0.79077 shares

November

17th: Stock Split Viatris Inc (VTRS) +0.08965 shares

18th: 1 Sell valued at $1.46

27th: 8 Buys valued at $320.60 and 5 Sells valued at $320.52

December

7th: 49 Buys valued at $762.11

21st: 39 Buys valued at $694.71 and 9 Sells valued at $433.93