Year-by-Year Investment and Growth
-
Jan?2,?2000:
- Invest: $100,000
- 2000 Return (−36%):
- End?of?2000 = $100,000 × 0.64 = $64,000
-
Jan?2,?2001:
- Start: $64,000
- New Investment: +$100,000 → $164,000
- 2001 Return (−33%):
- End?of?2001 = $164,000 × 0.67 = $109,880
-
Jan?2,?2002:
- Start: $109,880
- New Investment: +$100,000 → $209,880
- 2002 Return (−37%):
- End?of?2002 = $209,880 × 0.63 ≈ $132,224
-
Jan?2,?2003:
- Start: $132,224
- New Investment: +$100,000 → $232,224
- 2003 Return (+49%):
- End?of?2003 = $232,224 × 1.49 ≈ $345,016
-
Jan?2,?2004:
- Start: $345,016
- New Investment: +$100,000 → $445,016
- 2004 Return (+11%):
- End?of?2004 = $445,016 × 1.11 ≈ $493,968
-
Jan?2,?2005:
- Start: $493,968
- New Investment: +$100,000 → $593,968
- 2005 Return (+1%):
- End?of?2005 = $593,968 × 1.01 ≈ $599,908
-
Jan?2,?2006:
- Start: $599,908
- New Investment: +$100,000 → $699,908
- 2006 Return (+7%):
- End?of?2006 = $699,908 × 1.07 ≈ $748,901
-
Jan?2,?2007:
- Start: $748,901
- New Investment: +$100,000 → $848,901
- 2007 Return (+19%):
- End?of?2007 = $848,901 × 1.19 ≈ $1,010,192
-
Jan?2,?2008:
- Start: $1,010,192
- New Investment: +$100,000 → $1,110,192
- 2008 Return (−41%):
- End?of?2008 = $1,110,192 × 0.59 ≈ $654,014
-
Jan?2,?2009:
- Start: $654,014
- New Investment: +$100,000 → $754,014
- 2009 Return (+54%):
- End?of?2009 = $754,014 × 1.54 ≈ $1,160,381
-
Jan?2,?2010:
- Start: $1,160,381
- New Investment: +$100,000 → $1,260,381
- 2010 Return (+19%):
- End?of?2010 = $1,260,381 × 1.19 ≈ $1,499,853
-
Jan?2,?2011:
- Start: $1,499,853
- New Investment: +$100,000 → $1,599,853
- 2011 Return (+3%):
- End?of?2011 = $1,599,853 × 1.03 ≈ $1,647,849
-
Jan?2,?2012:
- Start: $1,647,849
- New Investment: +$100,000 → $1,747,849
- 2012 Return (+19%):
- End?of?2012 = $1,747,849 × 1.19 ≈ $2,080,935
-
Jan?2,?2013:
- Start: $2,080,935
- New Investment: +$100,000 → $2,180,935
- 2013 Return (+37%):
- End?of?2013 = $2,180,935 × 1.37 ≈ $2,989,681
-
Jan?2,?2014:
- Start: $2,989,681
- New Investment: +$100,000 → $3,089,681
- 2014 Return (+19%):
- End?of?2014 = $3,089,681 × 1.19 ≈ $3,676,727
-
Jan?2,?2015:
- Start: $3,676,727
- New Investment: +$100,000 → $3,776,727
- 2015 Return (+9%):
- End?of?2015 = $3,776,727 × 1.09 ≈ $4,116,632
-
Jan?2,?2016:
- Start: $4,116,632
- New Investment: +$100,000 → $4,216,632
- 2016 Return (+7%):
- End?of?2016 = $4,216,632 × 1.07 ≈ $4,511,784
-
Jan?2,?2017:
- Start: $4,511,784
- New Investment: +$100,000 → $4,611,784
- 2017 Return (+33%):
- End?of?2017 = $4,611,784 × 1.33 ≈ $6,141,665
-
Jan?2,?2018:
- Start: $6,141,665
- New Investment: +$100,000 → $6,241,665
- 2018 Return (−1%):
- End?of?2018 = $6,241,665 × 0.99 ≈ $6,179,248
-
Jan?2,?2019:
- Start: $6,179,248
- New Investment: +$100,000 → $6,279,248
- 2019 Return (+39%):
- End?of?2019 = $6,279,248 × 1.39 ≈ $8,729,176
-
Jan?2,?2020:
- Start: $8,729,176
- New Investment: +$100,000 → $8,829,176
- 2020 Return (+49%):
- End?of?2020 = $8,829,176 × 1.49 ≈ $13,125,473
-
Jan?2,?2021:
- Start: $13,125,473
- New Investment: +$100,000 → $13,225,473
- 2021 Return (+27%):
- End?of?2021 = $13,225,473 × 1.27 ≈ $16,798,550
-
Jan?2,?2022:
- Start: $16,798,550
- New Investment: +$100,000 → $16,898,550
- 2022 Return (−33%):
- End?of?2022 = $16,898,550 × 0.67 ≈ $11,321,029
-
Jan?2,?2023:
- Start: $11,321,029
- New Investment: +$100,000 → $11,421,029
- 2023 Return (+54%):
- End?of?2023 = $11,421,029 × 1.54 ≈ $17,786,386
-
Jan?2,?2024:
- Start: $17,786,386
- New Investment: +$100,000 → $17,886,386
- 2024 Return (+30%):
- End?of?2024 = $17,886,386 × 1.30 ≈ $23,252,301
Final Amount on Jan2,2025
After the 25th (and final) $100,000 contribution on Jan2,2024 and applying the +30% return for 2024, the portfolio is approximately $23.25million on Jan2,2025.
Key Observations
- Total Invested: $100,000 each year for 25 years (2000–2024) = $2.5million.
- Final Value: ~$23.25million by Jan2,2025.
- Disclaimer: These calculations use approximate annual returns for QQQ and do not account for taxes, fees, or dividend reinvestment specifics. Past performance does not guarantee future results.
