Retirement Nestegg Report – June 2015

Retirement Nestegg Report – June 2015

Well despite the market being down over 2% last month my retirement nestegg still grew by a few thousand dollars thanks to some pretty extreme out performance by my individual stock investments. My stocks this month outperformed the SP 500 index by 4.35%!! Which is pretty impressive and impactful seeing as how over half my nestegg is invested in individual stocks.

Taxable Account – $19,931.18 (+2.59%)
Traditional Rollover IRA – $35,651.20 (+3.02%)
My Roth IRA – $ 138,459.05 (+2.44%)
Wife Roth IRA – $80,140.79 (+1.51%)
Traditional 401k – $234,905.52 (-1.53%)

Roth/Traditional % = 42.94% (tax free)

Total Retirement Nest Egg $509,087.74 (+0.47%)
Retirement Salary (4%) – $20,363.51

Monthly Contributions $2,059.97 (401k)
SPY Performance -2.10%
My Monthly Investment Performance +0.07% (+2.17% vs SP500)
My Monthly Individual Stocks Performance +2.25% (+4.35% vs SP500)

  • Joe

    But what are your total debts? No sense having a large nest egg for the future when you owe hundreds of thousands today

  • MFJ

    Hi Joe –

    I don’t track my debts on this blog as well as a number of assets such as my house, private stock, additional real estate, cash savings, etc. Here is a post from 2006 that explains why http://myfinancialjourney.com/archive/tracking-my-net-worth

    As far as total debts at this moment I have a mortgage for $89,000 that gets wiped out Monday as we just sold our house and we have student loan debt of $42k that is currently on like a 30 year payoff plan at 2.5% that we will keep around as long as possible. That’s it as far as debt goes.

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