Retirement Nestegg Report February 2018

Retirement Nestegg Report February 2018

Well as much as the end result for this month was not very impressive, what happened during the month was actually pretty impressive. At one point this month I was down just under $100,000 from my month end total at the end of last month and ended up only having my nestegg be down $2k.

The other impressive area was once again my individual stock performance which bested the market by over 6% after besting it by over 10% last month. My individual stocks are besting the market by over 17.5% YTD!

Taxable Account- $53,514.91 (-0.92%)
Private Stock $63,100 (+0.00%)
Traditional Rollover IRA – $30,012.23 (+2.16%)
My Roth IRA – $233,525.80 (+2.60%)
Wife Roth IRA – $145,684.13 (+3.25%)
Wife 401k – $3,844.99 (-3.73%)
Traditional 401k – $415,460.29 (-2.99%)

Roth/Traditional % = 40.12% (tax free)

Total Retirement Nest Egg $945,142.35 (-0.24%)
Retirement Salary (4%) $37,805

Monthly Contributions $1,873.92 (401k)
SP500 Performance -3.89%
My Monthly Investment Performance -0.24% (+3.65% vs SP500)
My Monthly Individual Stocks Performance +2.36% (+6.25% vs SP500)