As November draws to a close, I likely won't be adding any units of the various equity index funds I hold at TD. Thus far, the monthly close on SPY will not be meaningfully lower than the previous month's close. The month is flat vs. October 31.
The updated table below encompasses initiation date through current holdings of the index fund portion of my retirement accounts. I may end up adding to the bond index holdings as the monthly price change in the Canadian long bond index through current vs. previous month has been around -3/4 of 1%. If I do $100 across all of the accounts, I will end up with an $800 allocation on November 30.
|Date||Price SPY (input)||PX SPY||Price Bonds TD E-series (input)||PX Bonds||Cumulative units||M2M||P/L Per unit||Cumulative cost||Value Index (input)||Value Bonds (input)||P/L units||Cpd. annualized return|