Retirement Nestegg Report – August 2010

Retirement Nestegg Report – August 2010

Well the market was down 4.5% this month and while I don’t really care about month to month fluctuations it was very nice to see that my nestegg was only down 2% this month. I am very glad I took the time to break out my performance of my investments and compare it to the market in general because I’m finding out that whatever system I have with regard to individual stocks is actually paying off for me with regard to the extra time and risk put into it. Also by always comparing my performance to a relative benchmark I can take a look at a relatively bad month overall for the market that probably would make a lot of people upset and feel very happy that I handily beat the market this month.

Anyway here is my report.

Traditional Rollover IRA – $11,000.91 (-3.31%)
My Roth IRA – $34,823.83 (-0.77%)
Wife Roth IRA – $19,711.32 (-0.27%)
Current Traditional 401k – $63,378.18 (-2.83%)

Roth/Traditional % = 42.81 % (tax free)

Total Retirement Nest Egg $128,914.24 (-1.93%)

Monthly Contributions $605.84 (401k)
SPY Performance -4.50%
My Monthly Investment Performance -2.40% (+2.10%)
My Monthly Individual Stocks Performance -1.06% (+3.44%)

  • Sean Browne

    I’m always thinking about how much money I should have when I retire. What my life will look like later down the line. But for right now i’m trying to enjoy what I have to the fullest without putting a dent in my pocket. Especially now these days, almost everything costs an arm and one leg. I am contributing to my savings every month for any emergency or even for retirement fund. But realistically I don’t think any amount of savings will ever be enough, it just depends on how you manage all your expenses or investments.

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