Retirement Nestegg Report – December 2013

Retirement Nestegg Report – December 2013

Wow another year has already passed and this sure was one of the most exciting years for my retirement nestegg growth. My retirement nestegg grew 62% in 2013 or $140,370.78!! If you take out my contributions for the year my investments made me $113,682.25 this year!

That is absolutely insane as my portfolio which just sits there and takes extremely little work on my behalf is now making more than my salary in my 40 hour a week day job. It also more than the $100,000 goal I had set for myself to save by age 30 in just one year with no contributions on my part! Compound interest is an amazing force!

On top of that my investment performance was outstanding this year and my individual stock portfolio returned over 68% this year besting the SP 500 by almost 39% on top of the fact that the stock market had one its best years ever.

Taxable Account – $2,840.14 (-0.11%)
Traditional Rollover IRA – $28,983.28 (+5.10%)
My Roth IRA – $105,925.74 (+3.64%)
Wife Roth IRA – $55,934.43 (+3.11%)
Traditional 401k – $173,158.95 (+2.42%)

Roth/Traditional % = 44.12% (tax free)

Total Retirement Nest Egg $366,842.54 (+3.06% 1 month) (+62.00% 1 year)

Monthly Contributions $736.74 (401k)
SPY Performance +2.36%
My Monthly Investment Performance +2.86% (+0.50% vs SP500)
My Monthly Individual Stocks Performance +3.65% (+1.29% vs SP500)

My contributions for 2013 $26,688.53 ($17,788.53 401k) ($8000 Wife Roth IRA) ($900 Taxable Account)
SP500 Performance for 2013 +29.60%
Investment Performance for 2013 +50.20% (+20.60% vs SP500)
Individual Stock Performance for 2013 +68.58% (+38.98% vs SP500)
Total Investment Return 2013 +$113,682.25

2013 Retirement Nestegg Growth

Comments are closed.