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Month: October 2019

Retirement Nestegg Report September 2019

Retirement Nestegg Report September 2019

Overall a pretty flat month for my retirement nestegg and a pretty bad month for my individual stock performance. My individual stocks now trail the market for the first time this year. Overall I think as time goes on my individual stocks will slowly fade as more and more of my money tilts towards index funds that I do not need to try to put any effort into, but for now I won’t make any drastic changes.

Taxable Account- $54,202.74(+1.45%)
Private Stock $72,000 (+0.00%)
Traditional Rollover IRA – $42,632.43(-10.22%)
My Roth IRA – $256,600.48(-3.49%)
Wife Roth IRA – $161,511.53(-3.88%)
Wife 401k – $4,342.68(+1.33%)
Traditional 401k – $509,947.66(+3.07%)

Roth/Traditional % = 39.32% (tax free)

Total Retirement Nest Egg $1,101,237.52(-0.42%)
Retirement Salary (4%) $44,049

Monthly Contributions $903.32(401k)
SP500 Performance +1.72%
My Monthly Investment Performance -0.50% (-2.22% vs SP500)
My Monthly Individual Stocks Performance -3.71% (-5.43% vs SP500)