Retirement Nestegg Report – June 2014

Retirement Nestegg Report – June 2014

Well a pretty good month for me. My investments crushed the SP 500 index and my retirement nestegg grew by almost $25k in just one month which I think is a record for me and is more than my retirement nestegg was worth when I started this blog in December of 2005 and did my first nestegg report. Compound interest is a beautiful thing.

Taxable Account – $5,490.86 (+7.68%)
Traditional Rollover IRA – $34,681.76 (+13.71%)
My Roth IRA – $112,056.67 (+8.44%)
Wife Roth IRA – $62,243.25 (+9.60%)
Traditional 401k – $198,046.80 (+3.17%)

Roth/Traditional % = 42.25% (tax free)

Total Retirement Nest Egg $412,519.34 (+6.41%)

Monthly Contributions $1000 (Wife Roth IRA) $758.84 (401k)
SPY Performance +1.91%
My Monthly Investment Performance +5.95% (+4.04% vs SP500)
My Monthly Individual Stocks Performance +9.07% (+7.16% vs SP500)

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