Retirement Nestegg Report – July 2014

Retirement Nestegg Report – July 2014

Taxable Account – $5,828.28(+6.15%)
Traditional Rollover IRA – $32,215.25 (-7.11%)
My Roth IRA – $110,364.18 (-1.51%)
Wife Roth IRA – $62,098.14 (-0.23%)
Traditional 401k – $194,298.56 (-1.90%)

Roth/Traditional % = 42.60% (tax free)

Total Retirement Nest Egg $404,804.41 (-1.87%)

Monthly Contributions $758.84 (401k)
SPY Performance -1.51%
My Monthly Investment Performance -2.05% (-0.54% vs SP500)
My Monthly Individual Stocks Performance -1.85% (-0.34% vs SP500)

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