Retirement Nestegg Report March 2017

Retirement Nestegg Report March 2017

Another record high for me this month and despite very flat performance by the market as a whole, but my individual stock performance greatly exceeded the market this month, which is good because overall they haven’t been too hot the last year or more. Compounding is still cool and big numbers keep getting bigger. Look forward to this trend continuing.

Taxable Account- $46,806.77 (+3.94%)
Private Stock $63,100 (+5.17%)
Traditional Rollover IRA – $28,825.18 (-0.54%)
My Roth IRA – $167,658.53 (+2.30%)
Wife Roth IRA – $98,951.59 (+6.90%)
Traditional 401k – $332,169.12 (+1.63%)

Roth/Traditional % = 36.15% (tax free)

Total Retirement Nest Egg $737,511.19 (+2.82%)
Retirement Salary (4%) $29,500

Monthly Contributions $8,291.21 (401k)
SP500 Performance -0.04%
My Monthly Investment Performance +1.66%% (+1.70% vs SP500)
My Monthly Individual Stocks Performance +3.56% (+3.60% vs SP500)

  • Bubba Smith

    But how much do you owe on your home, credit cards and line of credit??

  • MFJ

    I have never carried a balance on my credit cards and don’t have a HELOC. I do have a $295,000 mortgage balance and $40,000 in student loans. The mortgage is very new. Both have very low interest rates and I will likely keep them till maturity or at least wait to pay them off until I decide to early retire.

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