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Month: May 2018

Retirement Nestegg Report April 2018

Retirement Nestegg Report April 2018

Overall a pretty boring month. I love how boring is now an increase of $33,000 in a month. My individual stocks carried me this month outperforming the market by a little under 6%. It’s earnings season so we could see some volatility and if things go well maybe flirting with the 2 comma club again. I received a large bonus at work which is where the big 401k contribution came from this month. Other than that not much to report.

Taxable Account- $51,179.86 (+7.51%)
Private Stock $63,100 (+0.00%)
Traditional Rollover IRA – $29,701.81 (+3.00%)
My Roth IRA – $238,554.51 (+5.52%)
Wife Roth IRA – $148,955.78 (+6.97%)
Wife 401k – $3,790.01 (+0.35%)
Traditional 401k – $424,592.26 (+1.60%)

Roth/Traditional % = 39.43% (tax free)

Total Retirement Nest Egg $959,874.23 (+3.59%)
Retirement Salary (4%) $38,395

Monthly Contributions $6,110.75 (401k)
SP500 Performance +0.27%
My Monthly Investment Performance +2.93% (+2.66% vs SP500)
My Monthly Individual Stocks Performance +6.07% (+5.80% vs SP500)