Interim Retirement Nestegg Report $1.4M
Well still not in the same month, but just 21 days after my last 100k milestone report our nestegg cracked through the 1.4M milestone. In fact my nestegg grew by over $61,000 since yesterday’s month end report.
The market was actually down over both my last two milestone reports, but my nestegg has now put on over $200,000 in less than 2 months while the market is down about 5% during that period. This is due to my individual stocks having a very good performance driven primarily by Tesla. In fact as I write this report in pre-market trading Tesla is on pace to add another $40,000 to my nestegg alone today.
Obviously in the short term this means nothing and my portfolio can and will fluctuate up and down, but over the long term I feel pretty good. Hope to be writing the $1.5M milestone report in a few weeks.
Taxable Account- $97,983.80
Private Stock $72,000
Traditional Rollover IRA – $53,575.26
My Roth IRA – $383,946.99
Wife Roth IRA – $236,151.33
Wife 401k – $4,788.08
Traditional 401k – $555,758.52
Roth/Traditional % = 44.16% (tax free)
Total Retirement Nest Egg $1,404,203.98
Retirement Salary (4%) $56,168
$100,000 NestEgg Milestones
| Date | DOW Jones Value | MFJ Nestegg | Time to Achieve |
| Oct 2008 | 10,000 | $ 69,300 | 29 years 2 months |
| Oct 2009 | 10,000 (+0%) | $100,000 (+44%) | 30 years 2 months |
| Feb 2012 | 13,000 (+30%) | $200,000 (+100%) | 2 years 5 months |
| Jul 2013 | 15,423 (+19%) | $300,000 (+50%) | 1 years 5 months |
| Feb 2014 | 16,395.88 (+6.3%) | $400,000 (+33%) | 7 months |
| April 2015 | 18,084.48 (+10.30%) | $500,000 (+25%) | 1 year 2 months |
| August 2016 | 18,636.05 (+3.05%) | $600,000 (+20%) | 1 year 4 months |
| January 2017 | 20,068.51 (+7.69%) | $700,000 (+17%) | 5 months |
| June 2017 | $21,182.53 (+5.56%) | $800,000 (+14%) | 5 months |
| January 2018 | $25,484.72(+20.31%) | $900,000 (+12.5%) | 7 months |
| May 2018 | $24,667.78(-3.21%) | $1,000,000 (+11.1%) | 4 months |
| April 2019 | $26,234.34 (+2.94%) | $1,100,000 (+10.0%) | 11 months |
| December 2019 | $28,331.20 (+7.99%) | $1,200,000 (+9.1%) | 8 months |
| January 2020 | $28,885.42(+1.96%) | $1,300,000 (+8.3%) | 0 months 28 days |
| February 2020 | $28,399.81(-1.68%) | $1,400,000 (+7.7%) | 0 months 21 days |