Retirement Nestegg Report – April 2013

Retirement Nestegg Report – April 2013

Well another very good month for my retirement and a great month for my investments as they all soundly beat the market and my nestegg is getting closer to the $300k milestone. Was less than a year ago that I crossed $200k – compounding is fun to watch.

Traditional Rollover IRA – $18,752.86 (+3.32%)
My Roth IRA – $71,411.42 (+5.79%)
Wife Roth IRA – $40,983.62 (+6.11%)
Traditional 401k – $145,610.04 (+2.51%)

Roth/Traditional % = 40.61% (tax free)

Total Retirement Nest Egg $276,757.94 (+3.92%)

Monthly Contributions $1,114.08 (401k)
SPY Performance +1.81%
My Monthly Investment Performance +3.50% (+1.69%)
My Monthly Individual Stocks Performance +5.53% (+3.72%)

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