Retirement Nestegg Report January 2017

Retirement Nestegg Report January 2017

Well another new year and another new high for my nestegg and the best part is this time it was actually my portfolio doing the work. My investments soundly trounced the market this month after falling behind most of last year. Let’s hope this trend continues.

Taxable Account- $44,740.58 (+2.73%)
Private Stock $60,000 (+0.00%)
Traditional Rollover IRA – $28,346.37 (-3.01%)
My Roth IRA – $158,937.29 (+0.83%)
Wife Roth IRA – $89,806.94 (+5.54%)
Traditional 401k – $310,689.53 (+2.84%)

Roth/Traditional % = 35.43% (tax free)

Total Retirement Nest Egg $692,520.71(+3.29%)
Retirement Salary (4%) – $27,700

Monthly Contributions $1,371.16 (401k)
SP500 Performance +1.79%
My Monthly Investment Performance +3.09% (+1.30% vs SP500)
My Monthly Individual Stocks Performance +4.37% (+2.58% vs SP500)

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