Retirement Nestegg Report – May 2011

Retirement Nestegg Report – May 2011

Well my retirement nestegg went the wrong way this month – which amazingly is the first time since August of 2010 that my retirement nestegg shrunk from month to month. To be fair though during that same period of time the SP500 only went negative twice and was flat once so it’s not like I’m necessarily an investing genius. Like I’ve always said its fun to see your accounts growing each month, but I would very much welcome my accounts getting slashed in half like they did a few years ago as it has provided me as a young buyer with lots of time on his hands an opportunity to really get some bargain deals on stocks and has really super charged the growth of my retirement nestegg. It makes it so much easier to “beat the market” when things are going down and super volatile than it is when the market is doing nothing but going up.

Traditional Rollover IRA – $15,613.08 (+1.02%)
My Roth IRA – $52,767.01 (+0.38%)
Wife Roth IRA – $28,287.66 (-2.28%)
Current Traditional 401k – $95,646.46 (-0.72%)

Roth/Traditional % = 42.15 % (tax free)

Total Retirement Nest Egg $192,314.21 (-0.50%)

Monthly Contributions $693.10 (401k)
SPY Performance -0.79%
My Monthly Investment Performance -0.86% (-0.07%)
My Monthly Individual Stocks Performance -0.28% (+0.51%)

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