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Month: August 2017

Retirement Nestegg Report July 2017

Retirement Nestegg Report July 2017

My retirement nestegg grew very modestly this month and my investments greatly under performed the market as a whole, especially my individual stocks. This will certainly happen as my portfolio has much more volatility than the market and so my downs are usually much worse than the market and my ups have historically been much greater than the market anyway. I feel like I have the right mindset and these swings do not bother me much. Having 6 figures removed from my nestegg would be a normal ebb and flow for me and does not matter in the long term horizon.

Taxable Account- $47,655.94 (-8.02%)
Private Stock $63,100 (+0.00%)
Traditional Rollover IRA – $25,144.40 (-8.21%)
My Roth IRA – $176,500.64 (+0.52%)
Wife Roth IRA – $111,913.47(+0.05%)
Traditional 401k – $361,422.34 (+2.08%)

Roth/Traditional % = 36.67% (tax free)

Total Retirement Nest Egg $785,736.79 (0.24%)
Retirement Salary (4%) $31,429

Monthly Contributions $1,405.44 (401k)
SP500 Performance +1.93%
My Monthly Investment Performance +0.24% (-1.69% vs SP500)
My Monthly Individual Stocks Performance -1.48% (-3.41% vs SP500)