Spreadsheet: 842638d1694661895-problem-with-index-and-match-on-multiple-criteria-index-and-match-multiple-criteria-
Sheet: Sheet 1

 |  |  |  | Month | 1 | 1 | 2 | 2 | 3 | 3 | 4 | 4 | 5 | 5 | 6 | 6 | 7 | 7 | 8 | 8 | 9 | 9 | 10 | 10 | 11 | 11 | 12 | 12 | 1 | 1 | 2 | 2 | 3 | 3 | 4 | 4 | 5 | 5 | 6 | 6 | 7 | 7 | 8 | 8 | 9 | 9 | 10 | 10 | 11 | 11 | 12 | 12 | 1 | 1 | 2 | 2 | 3 | 3 | 4 | 4 | 5 | 5 | 6 | 6 | 7 | 7 | 8 | 8 | 9 | 9 | 10 | 10 | 11 | 11 | 12 | 12 | 1 | 1 | 2 | 2 | 3 | 3 | 4 | 4 | 5 | 5 | 6 | 6 | 7 | 7 | 8 | 8 | 9 | 9 | 10 | 10 | 11 | 11 | 12 | 12
 |  |  |  | Year | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2020 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2022 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023 | 2023
 |  |  |  |  | 2020-01-02 00:00:00 | 2020-01-31 00:00:00 | 2020-02-03 00:00:00 | 2020-02-28 00:00:00 | 2020-03-02 00:00:00 | 2020-03-31 00:00:00 | 2020-04-01 00:00:00 | 2020-04-30 00:00:00 | 2020-05-01 00:00:00 | 2020-05-29 00:00:00 | 2020-06-01 00:00:00 | 2020-06-30 00:00:00 | 2020-07-01 00:00:00 | 2020-07-31 00:00:00 | 2020-08-03 00:00:00 | 2020-08-31 00:00:00 | 2020-09-01 00:00:00 | 2020-09-30 00:00:00 | 2020-10-01 00:00:00 | 2020-10-30 00:00:00 | 2020-11-02 00:00:00 | 2020-11-30 00:00:00 | 2020-12-01 00:00:00 | 2020-12-31 00:00:00 | 2021-01-04 00:00:00 | 2021-01-29 00:00:00 | 2021-02-01 00:00:00 | 2021-02-26 00:00:00 | 2021-03-01 00:00:00 | 2021-03-31 00:00:00 | 2021-04-01 00:00:00 | 2021-04-30 00:00:00 | 2021-05-03 00:00:00 | 2021-05-28 00:00:00 | 2021-06-01 00:00:00 | 2021-06-30 00:00:00 | 2021-07-01 00:00:00 | 2021-07-30 00:00:00 | 2021-08-02 00:00:00 | 2021-08-31 00:00:00 | 2021-09-01 00:00:00 | 2021-09-30 00:00:00 | 2021-10-01 00:00:00 | 2021-10-29 00:00:00 | 2021-11-01 00:00:00 | 2021-11-30 00:00:00 | 2021-12-01 00:00:00 | 2021-12-31 00:00:00 | 2022-01-03 00:00:00 | 2022-01-31 00:00:00 | 2022-02-01 00:00:00 | 2022-02-28 00:00:00 | 2022-03-01 00:00:00 | 2022-03-31 00:00:00 | 2022-04-01 00:00:00 | 2022-04-29 00:00:00 | 2022-05-02 00:00:00 | 2022-05-31 00:00:00 | 2022-06-01 00:00:00 | 2022-06-30 00:00:00 | 2022-07-01 00:00:00 | 2022-07-29 00:00:00 | 2022-08-01 00:00:00 | 2022-08-31 00:00:00 | 2022-09-01 00:00:00 | 2022-09-30 00:00:00 | 2022-10-03 00:00:00 | 2022-10-31 00:00:00 | 2022-11-01 00:00:00 | 2022-11-30 00:00:00 | 2022-12-01 00:00:00 | 2022-12-30 00:00:00 | 2023-01-03 00:00:00 | 2023-01-31 00:00:00 | 2023-02-01 00:00:00 | 2023-02-28 00:00:00 | 2023-03-01 00:00:00 | 2023-03-31 00:00:00 | 2023-04-03 00:00:00 | 2023-04-28 00:00:00 | 2023-05-01 00:00:00 | 2023-05-31 00:00:00 | 2023-06-01 00:00:00 | 2023-06-30 00:00:00 | 2023-07-03 00:00:00 | 2023-07-31 00:00:00 | 2023-08-01 00:00:00 | 2023-08-28 00:00:00 | 1900-01-01 00:00:00 | 2023-08-28 00:00:00 | 1900-01-01 00:00:00 | 2023-08-28 00:00:00 | 1900-01-01 00:00:00 | 2023-08-28 00:00:00 | 1900-01-01 00:00:00 | 1900-01-01 00:00:00
 | Company | Account | Weights | Qty | Jan_2020_V1 | Jan_2020_V2 | Feb_2020_V1 | Feb_2020_V2 | Mar_2020_V1 | Mar_2020_V2 | Apr_2020_V1 | Apr_2020_V2 | May_2020_V1 | May_2020_V2 | Jun_2020_V1 | Jun_2020_V2 | Jul_2020_V1 | Jul_2020_V2 | Aug_2020_V1 | Aug_2020_V2 | Sep_2020_V1 | Sep_2020_V2 | Oct_2020_V1 | Oct_2020_V2 | Nov_2020_V1 | Nov_2020_V2 | Dec_2020_V1 | Dec_2020_V2 | Jan_2021_V1 | Jan_2021_V2 | Feb_2021_V1 | Feb_2021_V2 | Mar_2021_V1 | Mar_2021_V2 | Apr_2021_V1 | Apr_2021_V2 | May_2021_V1 | May_2021_V2 | Jun_2021_V1 | Jun_2021_V2 | Jul_2021_V1 | Jul_2021_V2 | Aug_2021_V1 | Aug_2021_V2 | Sep_2021_V1 | Sep_2021_V2 | Oct_2021_V1 | Oct_2021_V2 | Nov_2021_V1 | Nov_2021_V2 | Dec_2021_V1 | Dec_2021_V2 | Jan_2022_V1 | Jan_2022_V2 | Feb_2022_V1 | Feb_2022_V2 | Mar_2022_V1 | Mar_2022_V2 | Apr_2022_V1 | Apr_2022_V2 | May_2022_V1 | May_2022_V2 | Jun_2022_V1 | Jun_2022_V2 | Jul_2022_V1 | Jul_2022_V2 | Aug_2022_V1 | Aug_2022_V2 | Sep_2022_V1 | Sep_2022_V2 | Oct_2022_V1 | Oct_2022_V2 | Nov_2022_V1 | Nov_2022_V2 | Dec_2022_V1 | Dec_2022_V2 | Jan_2023_V1 | Jan_2023_V2 | Feb_2023_V1 | Feb_2023_V2 | Mar_2023_V1 | Mar_2023_V2 | Apr_2023_V1 | Apr_2023_V2 | May_2023_V1 | May_2023_V2 | Jun_2023_V1 | Jun_2023_V2 | Jul_2023_V1 | Jul_2023_V2 | Aug_2023_V1 | Aug_2023_V2 | Sep_2023_V1 | Sep_2023_V2 | Oct_2023_V1 | Oct_2023_V2 | Nov_2023_V1 | Nov_2023_V2 | Dec_2023_V1 | Dec_2023_V2
TFSA | AMD | US TFSA | 0.01 | 10 | 49.1 | 47 | 48.02 | 45.48 | 47.46 | 45.48 | 43.66 | 52.39 | 49.88 | 53.8 | 53.63 | 52.61 | 52.58 | 77.43 | 77.67 | 90.82 | 92.18 | 81.99 | 84.86 | 75.29 | 74.7 | 92.66 | 92.63 | 91.71 | 92.3 | 85.64 | 87.66 | 84.51 | 86.39 | 78.5 | 81.09 | 81.62 | 78.55 | 80.08 | 80.81 | 93.93 | 93.31 | 106.19 | 108.63 | 110.72 | 109.99 | 102.9 | 102.45 | 120.23 | 125.23 | 158.37 | 149.11 | 143.9 | 150.24 | 114.25 | 116.78 | 123.34 | 113.83 | 109.34 | 108.19 | 85.52 | 89.84 | 101.86 | 101.22 | 76.47 | 73.67 | 94.47 | 96.78 | 84.87 | 82.33 | 63.36 | 66.11 | 60.06 | 59.66 | 77.63 | 77.48 | 64.77 | 64.02 | 75.15 | 84.64 | 78.58 | 78.29 | 98.01 | 96.56 | 89.37 | 89.69 | 118.21 | 119.47 | 113.91 | 115.82 | 114.4 | 117.6 | 102.61
 | NVDA | US TFSA | 0.0625 | 63 | 59.9775 | 59.1075 | 60.0825 | 67.5175 | 69.1075 | 65.9 | 60.7675 | 73.07 | 70.695 | 88.755 | 88.0625 | 94.9775 | 95.3 | 106.1475 | 110.1025 | 133.745 | 138.21 | 135.305 | 136.145 | 125.34 | 125.8075 | 134.015 | 133.9 | 130.55 | 131.135 | 129.8975 | 132.37 | 137.145 | 138.4175 | 133.4825 | 138.1175 | 150.095 | 148.3675 | 162.445 | 162.645 | 200.025 | 202.12 | 194.99 | 197.5 | 223.85 | 224.41 | 207.16 | 207.42 | 255.67 | 258.27 | 326.76 | 314.35 | 294.11 | 301.21 | 244.86 | 246.38 | 243.85 | 234.77 | 272.86 | 267.12 | 185.47 | 195.33 | 186.72 | 183.2 | 151.59 | 145.23 | 181.63 | 184.41 | 150.94 | 139.37 | 121.39 | 125.12 | 134.97 | 135.43 | 169.23 | 171.35 | 146.14 | 143.15 | 195.37 | 209.43 | 232.16 | 226.98 | 277.77 | 279.65 | 277.49 | 289.1 | 378.34 | 397.7 | 423.02 | 424.13 | 467.29 | 465.07 | 468.35
 | QCOM | US TFSA | 0.015 | 15 | 88.69 | 85.31 | 86.48 | 78.3 | 80.56 | 67.65 | 65.9 | 78.67 | 75.64 | 80.88 | 79.73 | 91.21 | 89.78 | 105.61 | 109.59 | 119.1 | 122.01 | 117.68 | 119.52 | 123.36 | 123.97 | 147.17 | 151.26 | 152.34 | 148.5 | 156.28 | 161.58 | 136.19 | 139.49 | 132.59 | 137.79 | 138.8 | 137.43 | 134.54 | 133.94 | 142.93 | 140.8 | 149.8 | 148.86 | 146.69 | 146.45 | 128.98 | 128.71 | 133.04 | 134.81 | 180.56 | 175.63 | 182.87 | 186.21 | 175.76 | 177.13 | 171.99 | 163.69 | 152.82 | 146.99 | 139.69 | 145.27 | 143.22 | 140.02 | 127.74 | 123.53 | 145.06 | 147.43 | 132.27 | 129.92 | 112.98 | 117.22 | 117.66 | 117.33 | 126.49 | 126.81 | 109.94 | 107.2 | 133.21 | 138.46 | 123.53 | 123.68 | 127.58 | 124.74 | 116.8 | 115.84 | 113.41 | 115.83 | 119.04 | 120.09 | 132.17 | 132.08 | 111.68
 | AAPL | US TFSA | 0.045 | 45 | 75.0875 | 77.3775 | 77.165 | 68.34 | 74.7025 | 63.5725 | 60.2275 | 73.45 | 72.2675 | 79.485 | 80.4625 | 91.2 | 91.0275 | 106.26 | 108.9375 | 129.04 | 134.18 | 115.81 | 116.79 | 108.86 | 108.77 | 119.05 | 122.72 | 132.69 | 129.41 | 131.96 | 134.14 | 121.26 | 127.79 | 122.15 | 123 | 131.46 | 132.54 | 124.61 | 124.28 | 136.96 | 137.27 | 145.86 | 145.52 | 151.83 | 152.51 | 141.5 | 142.65 | 149.8 | 148.96 | 165.3 | 164.77 | 177.57 | 182.01 | 174.78 | 174.61 | 165.12 | 163.2 | 174.61 | 174.31 | 157.65 | 157.96 | 148.84 | 148.71 | 136.72 | 138.93 | 162.51 | 161.51 | 157.22 | 157.96 | 138.2 | 142.45 | 153.34 | 150.65 | 148.03 | 148.31 | 129.93 | 125.07 | 144.29 | 145.43 | 147.41 | 145.31 | 164.9 | 166.17 | 169.68 | 169.59 | 177.25 | 180.09 | 193.97 | 192.46 | 196.45 | 195.605 | 180.19
 | MSFT | US TFSA | 0.06 | 60 | 160.62 | 170.23 | 174.38 | 162.01 | 172.79 | 157.71 | 152.11 | 179.21 | 174.57 | 183.25 | 182.83 | 203.51 | 204.7 | 205.01 | 216.54 | 225.53 | 227.27 | 210.33 | 212.46 | 202.47 | 202.33 | 214.07 | 216.21 | 222.42 | 217.69 | 231.96 | 239.65 | 232.38 | 236.94 | 235.77 | 242.35 | 252.18 | 251.86 | 249.68 | 247.4 | 270.9 | 271.6 | 284.91 | 284.82 | 301.88 | 301.83 | 281.92 | 289.1 | 331.62 | 329.37 | 330.59 | 330.08 | 336.32 | 334.75 | 310.98 | 308.76 | 298.79 | 294.95 | 308.31 | 309.42 | 277.52 | 284.47 | 271.87 | 272.42 | 256.83 | 259.58 | 280.74 | 278.01 | 261.47 | 260.4 | 232.9 | 240.74 | 232.13 | 228.17 | 255.14 | 254.69 | 239.82 | 239.58 | 247.81 | 252.75 | 249.42 | 246.27 | 288.3 | 287.23 | 307.26 | 305.56 | 328.39 | 332.58 | 340.54 | 337.99 | 335.92 | 336.34 | 323.7
 | MA | US TFSA | 0.01 | 10 | 303.39 | 315.94 | 324.52 | 290.25 | 306.74 | 241.56 | 228.61 | 274.97 | 268.74 | 300.89 | 301.4 | 295.7 | 301.17 | 308.53 | 312.59 | 358.19 | 356.9 | 338.17 | 343.37 | 288.64 | 289.97 | 336.51 | 338.88 | 356.94 | 351.49 | 316.29 | 321.56 | 353.85 | 362.9 | 356.05 | 363.3 | 382.06 | 379.4 | 360.58 | 359.79 | 365.09 | 370.71 | 385.94 | 375.26 | 346.23 | 349.57 | 347.68 | 360.18 | 335.52 | 334.05 | 314.92 | 306.28 | 359.32 | 370.95 | 386.38 | 392.06 | 360.82 | 344.48 | 357.38 | 363.97 | 363.38 | 359.04 | 357.87 | 357.06 | 315.48 | 318.24 | 353.79 | 350.54 | 324.37 | 325.25 | 284.34 | 290.48 | 328.18 | 333.19 | 356.4 | 360.8 | 347.73 | 346.8 | 370.6 | 374.08 | 355.29 | 353.5 | 363.41 | 366.47 | 380.03 | 379.86 | 365.02 | 370.88 | 393.3 | 393.96 | 394.28 | 397.07 | 407.44
 | V | US TFSA | 0.01 | 10 | 191.12 | 198.97 | 200.81 | 181.76 | 192.33 | 161.12 | 153.11 | 178.72 | 175.57 | 195.24 | 194.35 | 193.17 | 193.78 | 190.4 | 190.69 | 211.99 | 213.35 | 199.97 | 203.35 | 181.71 | 184.74 | 210.35 | 211.2 | 218.73 | 217.76 | 193.25 | 198.36 | 212.39 | 216.63 | 211.73 | 216.86 | 233.56 | 232.61 | 227.3 | 226.63 | 233.82 | 235.15 | 246.39 | 239.78 | 229.1 | 230.12 | 222.75 | 230.46 | 211.77 | 212.46 | 193.77 | 190.16 | 216.71 | 221.43 | 226.17 | 232.36 | 216.12 | 208.97 | 221.77 | 226.36 | 213.13 | 211.53 | 212.17 | 209.93 | 196.89 | 199.18 | 212.11 | 211.36 | 198.71 | 200.13 | 177.65 | 181.65 | 207.16 | 206.93 | 217 | 217 | 207.76 | 207.39 | 230.21 | 230.9 | 219.94 | 218.36 | 225.46 | 229 | 232.73 | 232.51 | 221.03 | 226.5 | 237.48 | 237.97 | 237.73 | 239.78 | 243.83
 | MCO | US TFSA | 0.0125 | 13 | 241.72 | 256.79 | 261.01 | 240.03 | 259.52 | 211.5 | 197.55 | 243.9 | 241.84 | 267.41 | 277.04 | 274.73 | 278.39 | 281.3 | 280.63 | 294.64 | 296.07 | 289.85 | 293.5 | 262.9 | 265.93 | 282.34 | 279.2 | 290.24 | 292 | 266.26 | 270.75 | 274.89 | 282.47 | 298.61 | 306.31 | 326.71 | 329.32 | 335.35 | 330.92 | 362.37 | 365.31 | 376 | 379.22 | 380.77 | 382.11 | 355.11 | 359.25 | 404.15 | 394.39 | 390.64 | 380.27 | 390.58 | 383.59 | 343 | 343.9 | 322.03 | 322.35 | 337.41 | 340.33 | 316.48 | 301.13 | 301.57 | 282.38 | 271.97 | 274.91 | 310.25 | 307.51 | 284.52 | 286.78 | 243.11 | 250.87 | 264.87 | 264.35 | 298.27 | 306.08 | 278.62 | 276.47 | 322.75 | 323.27 | 290.15 | 289.28 | 306.02 | 304.3 | 313.12 | 313.28 | 316.88 | 323.67 | 347.72 | 346.39 | 352.75 | 352.36 | 334.73
 | BAC | US TFSA | 0.0075 | 8 | 35.64 | 32.83 | 32.97 | 28.5 | 29.37 | 21.23 | 19.77 | 24.05 | 23.08 | 24.12 | 24.61 | 23.75 | 23.26 | 24.88 | 24.99 | 25.74 | 25.71 | 24.09 | 24.1 | 23.7 | 24.08 | 28.16 | 28.69 | 30.31 | 30.03 | 29.65 | 29.96 | 34.71 | 35.79 | 38.69 | 39.49 | 40.53 | 40.56 | 42.39 | 42.92 | 41.23 | 41.54 | 38.36 | 37.96 | 41.75 | 41.19 | 42.45 | 43.08 | 47.78 | 47.85 | 44.47 | 43.84 | 44.49 | 46.18 | 46.14 | 46.94 | 44.2 | 42.47 | 41.22 | 40.9 | 35.68 | 36.14 | 37.2 | 36.67 | 31.13 | 31.56 | 33.81 | 33.71 | 33.61 | 33.47 | 30.2 | 31.09 | 36.04 | 36.2 | 37.85 | 36.55 | 33.12 | 33.51 | 35.48 | 35.92 | 34.3 | 34.14 | 28.6 | 28.59 | 29.28 | 29.04 | 27.79 | 27.78 | 28.69 | 29.2 | 32 | 31.62 | 28.76
 | JPM | US TFSA | 0.0135 | 14 | 141.09 | 132.36 | 133.37 | 116.11 | 121.52 | 90.03 | 84.36 | 95.76 | 93.25 | 97.31 | 98.6 | 94.06 | 93.26 | 96.64 | 96.1 | 100.19 | 100.14 | 96.27 | 96.97 | 98.04 | 100.25 | 117.88 | 119.74 | 127.07 | 125.87 | 128.67 | 129.62 | 147.17 | 150.5 | 152.23 | 153.71 | 153.81 | 153.36 | 164.24 | 166.05 | 155.54 | 157.08 | 151.78 | 151.17 | 159.95 | 159.72 | 163.69 | 167.13 | 169.89 | 169.8 | 158.83 | 157.89 | 158.35 | 161.7 | 148.6 | 151.15 | 141.8 | 136.45 | 136.32 | 135.31 | 119.36 | 120.45 | 132.23 | 129.91 | 112.61 | 114.05 | 115.36 | 114.21 | 113.73 | 114.51 | 104.5 | 107.73 | 125.88 | 128.15 | 138.18 | 136.24 | 134.1 | 135.12 | 139.96 | 139.59 | 143.35 | 142.55 | 130.31 | 130.16 | 138.24 | 141.2 | 135.71 | 137.58 | 145.44 | 146.61 | 157.96 | 157.18 | 147.56
 | WKHS | US TFSA | 0.005 | 5 | 3.07 | 3.21 | 3.13 | 3.01 | 2.85 | 1.81 | 1.71 | 2.93 | 3.15 | 2.48 | 2.63 | 17.39 | 19.18 | 15.52 | 19.18 | 18.11 | 20.15 | 25.28 | 25.08 | 15.38 | 16.01 | 25.37 | 25.23 | 19.78 | 21.42 | 34.32 | 38.86 | 16.17 | 17.34 | 13.77 | 14.14 | 12.39 | 11.71 | 9.37 | 9.63 | 16.59 | 15.64 | 11.54 | 11.2 | 9.81 | 9.14 | 7.65 | 7.38 | 6.73 | 7.26 | 5.84 | 5.31 | 4.36 | 4.5 | 3.38 | 3.5 | 3.13 | 3.74 | 5 | 4.75 | 3.01 | 3.15 | 3.09 | 2.8 | 2.6 | 2.6 | 3.27 | 3.5 | 3.13 | 3.14 | 2.87 | 2.86 | 2.7 | 2.71 | 2.3 | 2.32 | 1.52 | 1.62 | 2.21 | 2.32 | 2.06 | 1.755 | 1.33 | 1.27 | 0.9422 | 0.8925 | 0.8407 | 0.8643 | 0.8716 | 0.9897 | 1.33 | 1.3 | 0.778
 | SPY | US TFSA | 0.375 | 375 | 324.87 | 321.73 | 324.12 | 296.26 | 309.09 | 257.75 | 246.15 | 290.48 | 282.79 | 304.32 | 305.55 | 308.36 | 310.52 | 326.52 | 328.79 | 349.31 | 352.6 | 334.89 | 337.04 | 326.54 | 330.2 | 362.06 | 366.02 | 373.88 | 368.79 | 370.07 | 376.23 | 380.36 | 389.58 | 396.33 | 400.61 | 417.3 | 418.2 | 420.04 | 419.67 | 428.06 | 430.43 | 438.51 | 437.59 | 451.56 | 451.8 | 429.14 | 434.24 | 459.25 | 460.04 | 455.56 | 450.5 | 474.96 | 477.71 | 449.91 | 452.95 | 436.63 | 429.98 | 451.64 | 452.92 | 412 | 414.48 | 412.93 | 409.59 | 377.25 | 381.24 | 411.99 | 410.77 | 395.18 | 396.42 | 357.18 | 366.61 | 386.21 | 384.52 | 407.68 | 407.38 | 382.43 | 380.82 | 406.48 | 410.8 | 396.26 | 394.74 | 409.39 | 410.95 | 415.93 | 415.51 | 417.85 | 421.82 | 443.28 | 443.79 | 457.79 | 456.48 | 442.76
 | VOO | US TFSA | 0.375 | 375 | 298.42 | 295.69 | 297.84 | 271.74 | 283.87 | 236.82 | 226.15 | 267.1 | 259.82 | 279.75 | 280.97 | 283.43 | 285.37 | 300.1 | 301.99 | 321.02 | 324.02 | 307.65 | 309.6 | 299.82 | 303.31 | 332.64 | 336.3 | 343.69 | 339.03 | 340.18 | 345.77 | 349.59 | 358.12 | 364.3 | 368.16 | 383.57 | 384.44 | 386.13 | 385.83 | 393.52 | 395.74 | 403.15 | 402.33 | 415.05 | 415.49 | 394.4 | 399.12 | 422.16 | 423.05 | 419.06 | 414.24 | 436.57 | 439.25 | 413.69 | 416.39 | 401.36 | 395.34 | 415.17 | 416.32 | 378.7 | 381.08 | 379.68 | 376.5 | 346.88 | 350.44 | 378.79 | 377.65 | 363.15 | 364.27 | 328.3 | 336.98 | 354.95 | 353.52 | 374.49 | 374.54 | 351.34 | 349.99 | 373.44 | 377.53 | 364.11 | 362.78 | 376.07 | 377.56 | 382.05 | 381.79 | 383.89 | 387.57 | 407.28 | 408.06 | 420.68 | 419.38 | 406.86
US Cash | AMD | US Cash |  | 62 | 49.1 | 47 | 48.02 | 45.48 | 47.46 | 45.48 | 43.66 | 52.39 | 49.88 | 53.8 | 53.63 | 52.61 | 52.58 | 77.43 | 77.67 | 90.82 | 92.18 | 81.99 | 84.86 | 75.29 | 74.7 | 92.66 | 92.63 | 91.71 | 92.3 | 85.64 | 87.66 | 84.51 | 86.39 | 78.5 | 81.09 | 81.62 | 78.55 | 80.08 | 80.81 | 93.93 | 93.31 | 106.19 | 108.63 | 110.72 | 109.99 | 102.9 | 102.45 | 120.23 | 125.23 | 158.37 | 149.11 | 143.9 | 150.24 | 114.25 | 116.78 | 123.34 | 113.83 | 109.34 | 108.19 | 85.52 | 89.84 | 101.86 | 101.22 | 76.47 | 73.67 | 94.47 | 96.78 | 84.87 | 82.33 | 63.36 | 66.11 | 60.06 | 59.66 | 77.63 | 77.48 | 64.77 | 64.02 | 75.15 | 84.64 | 78.58 | 78.29 | 98.01 | 96.56 | 89.37 | 89.69 | 118.21 | 119.47 | 113.91 | 115.82 | 114.4 | 117.6 | 102.61
US RSP | UMC | US RSP |  | 20 | 2.71 | 2.42 | 2.45 | 2.48 | 2.53 | 2.17 | 2.16 | 2.5 | 2.43 | 2.53 | 2.58 | 2.64 | 2.68 | 3.7 | 4.23 | 3.54 | 3.64 | 4.79 | 4.94 | 5.3 | 5.22 | 7.13 | 7.42 | 8.43 | 8.01 | 9.05 | 9.32 | 9.8 | 10.06 | 9.11 | 9.26 | 9.92 | 9.55 | 9.41 | 9.39 | 9.45 | 9.27 | 10.53 | 10.29 | 11.37 | 11.85 | 11.43 | 11.3 | 10.27 | 10.35 | 11.63 | 12.23 | 11.7 | 11.64 | 9.83 | 9.79 | 9.28 | 9.35 | 9.12 | 8.8 | 7.96 | 8.14 | 8.81 | 8.64 | 6.77 | 6.55 | 6.82 | 6.66 | 6.63 | 6.55 | 5.57 | 5.67 | 5.93 | 5.99 | 7.54 | 7.4 | 6.53 | 6.61 | 8.13 | 8.5 | 8.13 | 8.26 | 8.76 | 8.75 | 8.03 | 7.99 | 8.26 | 8.32 | 7.89 | 7.88 | 7.51 | 7.43 | 7.02 |  | 7.02 |  | 7.02 |  | 7.02
 | US TFSA |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | 787.802504 |  | 784.1632660000001 |  | 770.284816 |  | 792.1819260000001 |  | 784.7184040000001 |  | 795.204344 |  | 790.084738 |  | 804.0865520000001 |  | 853.247106 |  | 839.862112 |  | 827.340666 |  | 837.0247400000001 |  | 820.6790100000001 |  | 841.774254 |  | 834.372414 |  | 836.4079200000001 |  | 836.8396940000001 |  | 817.0397720000001 |  | 813.832308 |  | 833.3238200000001
 | US Cash |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | 167.900712 |  | 167.125098 |  | 164.167248 |  | 168.834078 |  | 167.243412 |  | 169.478232 |  | 168.387114 |  | 171.371256 |  | 181.848618 |  | 178.995936 |  | 176.327298 |  | 178.39122 |  | 174.90753 |  | 179.403462 |  | 177.825942 |  | 178.25976 |  | 178.351782 |  | 174.131916 |  | 173.448324 |  | 177.60246
 | US RSP |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | 146.6991920000007 |  | 146.0215180000013 |  | 143.4371680000012 |  | 147.5146980000013 |  | 146.1248920000013 |  | 148.0775120000013 |  | 11782.666066 |  | 11991.477464 |  | 12724.617042 |  | 12525.004384 |  | 12338.269962 |  | 12482.69018 |  | 12238.92357 |  | 12553.520478 |  | 12443.135598 |  | 12473.49144 |  | 12479.930558 |  | 12184.651004 |  | 12136.817556 |  | 12427.49774
 | Historical Portfolio Performance
Portfolio 1 | Year | 2023 | US TFSA
 | Monthly Performance | Starting Value | Ending Value | % Gain/Loss
 | Jan | 316627.22 | 342168.4690100001 | 0.08066662433507799 |  | #N/A | <<< Issue here
 | Feb | 345956.02 | 336659.854254 | -0.02687094661916857 |  | 320728.66
 | Mar | 334079.825 | 352420.432414 | 0.05489887757813561
 | Apr | 352825.26 | 358650.1489200001 | 0.01650927408088654
 | May | 358210.3725 | 367994.063194 | 0.02731269512303134
 | Jun | 371901.5415000001 | 391611.247772 | 0.0529971083005041
 | Jul | 391177.0485 | 405181.292308 | 0.03580026962650407
 | Aug | 403295.895 | 392342.72382 | -0.02715914373489967
 | Sep | 0 | 0
 | Oct | 0 | 0
 | Nov | 0 | 0
 | Dec | 0 | 0