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Month: August 2008

Retirement Nestegg Report – July 2008

Retirement Nestegg Report – July 2008

I’m getting to the point where I’m probably not going to add a lot of commentary to each one of these monthly reports due to the fact that well not much really can change to your portfolio in one month. The main reason I do this each month still is so that I have a set of data points that I can plot over time so I can come back and look at a bad month like last month and see how insignificant short-term fluctuations in the market are in the overall growth of your portfolio.

Traditional Rollover IRA – $12,661.60 (+6.73%)
My Roth IRA – $30,439.54(+9.99%)
Wife Roth IRA – $16,236.36 (+1.02%)
Current Traditional 401k – $28,109.95 (+2.87%)

Roth/Traditional % = 53.38% (tax free)

Total Retirement Nest Egg $87,447.45 (+5.44%)