Retirement Nestegg Report – April 2010

Retirement Nestegg Report – April 2010

Traditional Rollover IRA – $11,906.58 (-1.03%)
My Roth IRA – $36,947.37 (+4.14%)
Wife Roth IRA – $20,901.23 (+7.81%)
Current Traditional 401k – $67,360.15 (+2.73%)

Roth/Traditional % = 42.19 % (tax free)

Total Retirement Nest Egg $137,115.33 (+3.51%)

Monthly Contributions $605.84 (401k)
SPY Performance +3.04%
My Monthly Investment Performance +3.05 % (+0.01%)
My Monthly Individual Stock Performance +4.27 % (+1.18%)

  • Are these accounts holding mostly index funds/ETF or individual stocks? Looks like the performance of each is significantly different -1.03 to +7.81% is quite a range in terms of performance.

  • MFJ

    @2million It is a mix of index funds and individual stocks. If I was giving advice I would recommend that everyone have the vast majority of their investment index funds, but I’ve sort of taken a liking to individual stocks and have a lot more in individual stocks than I would recommend for someone else.

    My wife’s account grew so much that month due to fairly large holdings in Dolby and Netflix. Also the -1.03% performance for my traditional IRA can be explained by a fairly large position in Buffalo Wild Wings

    BTW thanks for stopping by and commenting – your blog was one of the main reasons I created this blog back in 2005.

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