Retirement Nestegg Report – March 2013

Retirement Nestegg Report – March 2013

Well another new record for my nestegg. The stock market sure is on a roll lately and my nestegg reflects that. Unfortunately I lose to the SP500 this month, but I have beat it in three of the last four months and short term fluctuations like that don’t bother me. I also had quite a few contributions this month which may have skewed my performance metrics as I got a large chunk of matching 401k since my company paid out our annual bonuses this month and I finished maxxing out my wife’s Roth IRA for 2012. In other exciting news I will be putting an offer in on some land to build a house – we will see how it goes but its the first time we’ve gotten serious enough to put an offer in on land so my massive savings efforts the last few years might finally come to fruition. We hope to be able to pay cash for the land.

Traditional Rollover IRA – $18,149.84 (+4.34%)
My Roth IRA – $67,505.30(+3.05%)
Wife Roth IRA – $38,623.05 (+7.54%)
Traditional 401k – $142,040.59 (+5.59%)

Roth/Traditional % = 39.85% (tax free)

Total Retirement Nest Egg $266,318.78 (+5.13%)

Monthly Contributions $3,296.19 (401k) $2000 (Wife Roth IRA)
SPY Performance +3.60%
My Monthly Investment Performance +3.04% (-0.56%)
My Monthly Individual Stocks Performance +2.91% (-0.69%)

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