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Month: July 2017

Retirement Nestegg Report June 2017

Retirement Nestegg Report June 2017

Well for the first time since last October my retirement nestegg didn’t grow for a month and my investments especially my individual stocks under performed the market for a month. This has been an incredible run and in the last 18 months my retirement nestegg has grown over $300,000 dollars which is just mind boggling. Obviously with having my nestegg invested 100% in the stock market there will be ups and downs and if I had to guess there will likely be some downs coming, but if you had asked me the same thing 18 months ago I would have told you the same thing. $300,000 plus later I’ve learned that trying to time the market is a fool’s errand so just sit back and enjoy the ride.

Taxable Account- $51,812.37 (+1.70%)
Private Stock $63,100 (+0.00%)
Traditional Rollover IRA – $27,391.82 (-6.66%)
My Roth IRA – $175,580.24 (-2.99%)
Wife Roth IRA – $111,863.17 (-0.92%)
Traditional 401k – $354,075.54 (+1.84%)

Roth/Traditional % = 36.67% (tax free)

Total Retirement Nest Egg $783,823.14 (-0.15%)
Retirement Salary (4%) $31,353

Monthly Contributions $1,405.44 (401k)
SP500 Performance +0.48%
My Monthly Investment Performance -0.33% (-0.81% vs SP500)
My Monthly Individual Stocks Performance -2.02% (-2.50% vs SP500)