Retirement Nestegg Report – August 2014

Retirement Nestegg Report – August 2014

Well another new all time high for my retirement nestegg and good performance by my portfolio. It’s amazing the growth of my nestegg the last few years and this has been an amazing time to have a good chunk of money invested in the stock market. I really wish I had more invested 🙂

Taxable Account – $5,953.96(+2.16%)
Traditional Rollover IRA – $ 34,038.64 (5.66%)
My Roth IRA – $119,793.68 (+8.54%)
Wife Roth IRA – $$67,215.02 (+8.24%)
Traditional 401k – $202,494.53 (+4.22%)

Roth/Traditional % = 42.60% (tax free)

Total Retirement Nest Egg $429,495.83 (+6.10%)

Monthly Contributions $1,138.26 (401k) $2500 Roth IRA
SPY Performance 3.77%
My Monthly Investment Performance +5.20% (+1.43% vs SP500)
My Monthly Individual Stocks Performance +6.65% (+2.88% vs SP500)

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