Retirement Nestegg Report – January 2011

Retirement Nestegg Report – January 2011

Here is my monthly financial report. Nothing two exciting this month – nestegg grew by 1.94% and my investment returns trailed the market. Netflix became my first official spiffy popped for me this month – it went up $27.84 on January 27th and my initial purchase was for $19.54 on 6/22/07. In honor of that I finally took the plunge and became a Netflix subscriber. Anyway here is my report.

Traditional Rollover IRA – $12,729.57 (-0.27%)
My Roth IRA – $46,157.02 (+2.86%)
Wife Roth IRA – $26,230.54 (+0.48%)
Current Traditional 401k – $80,458.73 (+1.91%)

Roth/Traditional % = 43.62 % (tax free)

Total Retirement Nest Egg $165,857.51 (+1.94%)

Monthly Contributions $605.84 (401k)
SPY Performance +2.33%
My Monthly Investment Performance +1.57% (-0.76%)
My Monthly Individual Stocks Performance +1.98% (-0.35%)

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