From this site I get $882,690 after Capital Gains Taxes: $804,625

Jul 2, 2020
9:11:10am

AFewThoughts Contributor

S&P 500 Periodic Reinvestment Calculator, With Dividends– DQYDJ

What if you invested in the S&P 500 periodically over the years... how would your ETF or mutual fund have performed? We guess at fees and taxes too.

https://dqydj.com/sp-500-periodic-reinvestment-calculator-dividends/

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AFewThoughts

Bio page: AFewThoughts
Joined: Oct 4, 2014
Last login: May 18, 2024
Total posts: 4,555 (6 FO)

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Messages

Author

Time

I can’t math - If you put $272,000 into an S&P index fund on Jan 1, 2010

Medute

7/2/20 9:03am

This level of math really should have been covered at the UofU. I would demand

Unibro

7/2/20 9:05am

But to answer your question, 3138/1123=2.79. 2.79x272,000=760,000. Doesn't

Unibro

7/2/20 9:06am

This children is why you don’t go to Utah. You might be an MD but it’s all smoke

SouthernBlueBlood

7/2/20 9:07am

Do you know the dividend distribution for each dividend date? You’d have to also

valleus

7/2/20 9:08am

This is in relation to my post below

Medute

7/2/20 9:14am

You do have to worry about taxes. If the dividends were quarterly, you have to

valleus

7/2/20 9:28am

Thank you!

Medute

7/2/20 9:29am

Not if it's in a retirement account

gmj81

7/2/20 9:34am

In this hypothetical, it is not

Medute

7/2/20 9:41am

In that case then he's right

gmj81

7/2/20 9:47am

From this site I get $882,690 after Capital Gains Taxes: $804,625

AFewThoughts

7/2/20 9:11am

This is the issue I was running in to. Different sites provided diff answers

Medute

7/2/20 9:12am

One of the difficulties is if the site is providing average return or actual his

AFewThoughts

7/2/20 9:25am

I think dividend reinvestment would matter quite a bit.

S&P 500 Periodic Reinvestment Calculator, With Dividends– DQYDJ

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