Retirement Nestegg Report – April 2015

Retirement Nestegg Report – April 2015

Another month another report – not much to say this month. Slight outperformance of the market and some small growth of my nestegg.

Taxable Account – $18,280.5 (+14.04%)
Traditional Rollover IRA – $34,341.22 (-5.93%)
My Roth IRA – $130,426.54 (+3.54%)
Wife Roth IRA – $75,467.36 (+3.89%)
Traditional 401k – $232,898.10 (+0.96%)

Roth/Traditional % = 41.88% (tax free)

Total Retirement Nest Egg $491,413.61 (1.99%)
Retirement Salary (4%) – $19,656.55

Monthly Contributions $1,807.71 (401k)
SPY Performance +0.85%
My Monthly Investment Performance +1.61% (+0.76% vs SP500)
My Monthly Individual Stocks Performance +2.93% (+2.08% vs SP500)

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