It looks like my first investment was my $1,500 1981 IRA contribution (made on 4/20/82) into the Bull and Bear Dollar Reserves.
I made my $2,000 1982 (on 8/19/83) and my $2,000 1983 (on 4/24/84) IRA contributions -- both into Steinroe Cash Reserves.
A few weeks later after the first one I transferred it to Steinroe Capital Opportunties. I remember when shortly after it was only worth $1,500, I said to myself and others, "This is investing?"
I'm seeing that by 1/21/95 that combined $4,000 contributions had all made their way to the Capital Opportunities and was only worth $3,404. A 15% decline.
I've never once paid a load from then to the present day.
Whenever I get involved in anything I usually find out what is the best value.
Looks like my first Vanguard involvement was my 1986 $2,000 IRA Contribution (made on 7/21/85) into the Vanguard Index Trust 500.
I made my $2,000 1982 (on 8/19/83) and my $2,000 1983 (on 4/24/84) IRA contributions -- both into Steinroe Cash Reserves.
A few weeks later after the first one I transferred it to Steinroe Capital Opportunties. I remember when shortly after it was only worth $1,500, I said to myself and others, "This is investing?"
I'm seeing that by 1/21/95 that combined $4,000 contributions had all made their way to the Capital Opportunities and was only worth $3,404. A 15% decline.
I've never once paid a load from then to the present day.
Whenever I get involved in anything I usually find out what is the best value.
Looks like my first Vanguard involvement was my 1986 $2,000 IRA Contribution (made on 7/21/85) into the Vanguard Index Trust 500.
Statistics: Posted by vnatale — Sun Mar 10, 2024 8:22 pm — Replies 14 — Views 1089