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Moving My Cheese – An Income Compounder Portfolio Update

Some of you may be old enough to remember the seminal business fable that was published in 1998 by Spencer Johnson called “Who Moved My Cheese? An Amazing Way to Deal with Change in Your Work

Parameter 4/30/2022 7/31/2022 10/31/2022 1/31/2023 4/30/2023
Starting Value $ 76,000 $ 73,700 $ 168,000 $ 152,000 $ 209,637
Unrealized Loss $ $ (6,285) $ (4,875) $ (18,000) $ (6,955) $ (11,895)
Unrealized Loss % -8.5% -2.9% -11.8% -3.3% -6.1%
Yield 11.8% 11.1% 14.2% 10.6% 13.2%
Est Annual Income $ 8,740 $ 18,705 $ 21,545 $ 22,312 $ 25,810
Contrib/Withdraw $ 2,000 $ 86,000 $ – $ 38,500 $ (2,000)
Total Portfolio Value $ 73,700 $ 168,000 $ 152,000 $ 209,637 $ 196,173

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