AA on Steroids! About Adding Funds
Annual additions in lieu of AA Plus!
THE
STUDIES
The amazing impact of additional $$
Enter at January 2022 Market High
UPRO - Add $3,000 Annually
AA Standard
AA Plus!
AA, add $3,000 annually
AA, add max allowed for ROTH IRA
Total Cash Committed
$3,000
$3,600
$12,000
$26,500
Dollar Gain
$3,011
$4,020
$15,640
$33,341
% Gain
19.00%
22.06%
36.41%
36.47%
UPRO - Add $7,500 Annually
AA Standard
AA Plus!
AA, add $7,500 annually
AA, add max allowed for ROTH IRA
Total Cash Committed
$7,500
$8,750
$30,000
$26,500
Dollar Gain
$7,724
$10,048
$38,338
$33,341
% Gain
19.39%
22.45%
35.89%
36.47%
Enter at October 2022 Market Low
UPRO - Add $3,000 Annually
AA Standard
AA Plus!
AA, add $3,000 annually
AA, add max allowed for ROTH IRA
Total Cash Committed
$3,000
$3,000
$12,000
$26,500
Dollar Gain
$6,564
$6,564
$18,064
$40,494
% Gain
43.32%
43.32%
45.69%
47.22%
UPRO - Add $7,500 Annually
AA Standard
AA Plus!
AA, add $7,500 annually
AA, add max allowed for ROTH IRA
Total Cash Committed
$7,500
$7,750
$30,000
$26,500
Dollar Gain
$15,724
$16,242
$46,981
$40,494
% Gain
42.03%
42.88%
47.06%
47.22%
Fund a ROTH IRA With The Maximum Allowable Since 2015
UPRO - Entire 11 year history
UPRO - 01/02/2015 to 12/31/2025
Eleven Years
$5,500 Initial Investment
Add ROTH IRA Max Annually
​
Current Market Value of Shares
$223,069
​
Current Total of Cash on Hand
$179,272
​
AA Turned $66,500 into $402,341
​
Total Cash Gain = $335,841
​
Annualized Rate of Return = 29.36%
BONUS #1
Historical ROTH IRA
Contribution Limits
Tax Year
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Age 49 & Below
$7,000
$7,000
$6,500
$6,000
$6,000
$6,000
$6,000
$5,500
$5,500
$5,500
$5,500
TQQQ - Entire 11 year history
TQQQ - 01/02/2015 to 12/31/2025
Eleven Years
$5,500 Initial Investment
Add ROTH IRA Max Annually
​
Current Market Value of Shares
$427,664
​​
Current Total of Cash on Hand
$384,955
​​
AA Turned $66,500 into $812,619
​
Total Cash Gain = $746,120
​​
Annualized Rate of Return = 40.63%
BONUS #2
A 20 Year Old Starts With $1,000 And Adds $100 Monthly
UPRO - Start With $1,000
Add $100 Monthly
AA Standard
AA Plus!
AA, add $1,200 annually
Total Cash Committed
$1,000
$1,170
$13,800
Dollar Gain
$14,091
$14,738
$71,079
% Gain
27.97%
27.95%
28.81%
Question, Comments? pam@autoallocations.com
