Retirement Nestegg Report – July 2011

Retirement Nestegg Report – July 2011

Well another negative month for my retirement nestegg total, but again another month where my investment performance easily outpaced the SP500. These month to month results really mean nothing but all of these individual monthly one ups on the SP500 are really starting to translate into long term outperformance of the SP500 which is every investors benchmark and one that most investors fail to beat so I feel pretty good about that and makes me kind of glad that I didn’t follow my own advice by investing strictly in index funds (which is the smart thing that essentially everyone should do).

Traditional Rollover IRA – $15,157.54 (-2.47%)
My Roth IRA – $52,758.36 (-0.19%)
Wife Roth IRA – $27,032.05 (-1.52%)
Current Traditional 401k – $93,247.13 (-1.46%)

Roth/Traditional % = 42.40 % (tax free)

Total Retirement Nest Egg $188,195.08 (-1.09%)

Monthly Contributions $693.10 (401k)
SPY Performance -2.00%
My Monthly Investment Performance -1.46% (+0.54%)
My Monthly Individual Stocks Performance -0.73% (+1.27%)

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