Retirement Nestegg Report – January 2015

Retirement Nestegg Report – January 2015

Well another all-time high and I finally put some good distance between the SP500 and myself when it comes to peformance. Last year I trailed the SP500 by 2.5-3.5% and this month I made up a lot of that ground already. It’s earnings season and a number of my big stock holdings (Netflix, Amazon, Apple, Starbucks) had some great reports and good increases in stock prices this month. Let’s hope this trend continues into February.

Taxable Account – $9,719.27 (+1.19%)
Traditional Rollover IRA – $35,086.77 (-0.34%)
My Roth IRA – $122,362.76 (+3.89%)
Wife Roth IRA – $71,005.71 (+1.46%)
Traditional 401k – $209,546.10 (-1.52%)

Roth/Traditional % = 43.39% (tax free)

Total Retirement Nest Egg $447,720.61 (+0.51%)
Retirement Salary (4%) – $17,908.82

Monthly Contributions $2,655.90 (401k)
SPY Performance -3.10%
My Monthly Investment Performance +0.00 % (3.10% vs SP500)
My Monthly Individual Stocks Performance +2.63% (+5.46 % vs SP500)

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