Retirement Nestegg Report – March 2015

Retirement Nestegg Report – March 2015

Another big contribution month for my 401k due to company bonuses getting paid out this month. Overall a pretty boring month – no $40k swings or anything like that – though I expect/hope there will be some of those coming up in the future one way or the other. Volatility is the investors friend.

Taxable Account – $16,030.31 (-3.15%)
Traditional Rollover IRA – $36,508.31 (-1.48%)
My Roth IRA – $125,964.81 (-1.95%)
Wife Roth IRA – $72,647.36 (-4.11%)
Traditional 401k – $230,681.99 (+0.79%)

Roth/Traditional % = 41.25% (tax free)

Total Retirement Nest Egg $481,832.78 (-1.00%)
Retirement Salary (4%) – $19,273.31

Monthly Contributions $3,266.21 (401k)
SPY Performance -1.74%
My Monthly Investment Performance -1.67% (+0.07% vs SP500)
My Monthly Individual Stocks Performance -2.60% (-0.86 % vs SP500)

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