Retirement Nestegg Report – February 2014

Retirement Nestegg Report – February 2014

Well another great month for the stock market and another great month for my retirement nestegg. Once again my investments outperformed the SP 500 and my retirement nestegg is inching up on $400,000 – which is absolutely mind boggling since I just hit $300k in July! This also marks the 100th monthly report in a row that I have done for this blog.

To put the power of compound interest into perspective – my first monthly report was filed in December of 2005 and my nestegg was at $24,616.93 and that had represented over 3 years of savings to that point. This month my retirement nestegg grew by $21,177.32.

Taxable Account – $5,414.22 (+3.76%)
Traditional Rollover IRA – $34,686.58 (+4.71%)
My Roth IRA – $111,290.81 (+6.50%)
Wife Roth IRA – $60,576.09 (+7.40%)
Traditional 401k – $178,886.48 (+4.94%)

Roth/Traditional % = 44.59% (tax free)

Total Retirement Nest Egg $390,854.18 (+5.73%)

Monthly Contributions $742.72 (401k)
SPY Performance +4.31%
My Monthly Investment Performance +5.53% (+1.22% vs SP500)
My Monthly Individual Stocks Performance +6.38% (+2.07% vs SP500)

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