Retirement Nestegg Report – July 2013

Retirement Nestegg Report – July 2013

Well another great month for my retirement nestegg. I broke through the $300k mark and my investment performance was stellar on top of the already great market return this month. Compound interest FTW

Taxable Account – $2,688.14 (+33.53%)
Traditional Rollover IRA – $21,012.14 (+6.35%)
My Roth IRA – $81,790.62 (+7.95%)
Wife Roth IRA – $45,830.05 (+6.36%)
Traditional 401k – 153,633.65 (+5.26%)

Roth/Traditional % = 41.84% (tax free)

Total Retirement Nest Egg $304,954.60 (+6.41%)

Monthly Contributions $736.74 (401k) $900.00(Taxable)
SPY Performance +4.95%
My Monthly Investment Performance +5.84% (+0.89%)
My Monthly Individual Stocks Performance +6.97% (+2.02%)

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