Retirement Nestegg Report – July 2010

Retirement Nestegg Report – July 2010

Here is my monthly nestegg report.

Traditional Rollover IRA – $11,377.09 (+5.42%)
My Roth IRA – $35,095.10 (+5.61%)
Wife Roth IRA – $19,764.27 (+5.80%)
Current Traditional 401k – $65,220.90 (+9.30%)

Roth/Traditional % = 41.73 % (tax free)

Total Retirement Nest Egg $131,457.36 (+7.42%)

Monthly Contributions $605.84 (401k)
SPY Performance +6.90%
My Monthly Investment Performance +6.93 % (+0.03%)
My Monthly Individual Stocks Performance +5.63 % (-1.27%)

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