Sat 8 Jun 2013
Well pretty sure this month set all time records for biggest increase dollars and percent and out-performance of the SP500. Set an all-time high for my retirement nestegg and am coming very close to breaking through the $300,000 mark. It’s crazy what a tare the stock market in general has been on and in my portfolio as well I have had some crazy high fliers such as Tesla Motors which nearly doubled in value last month alone!
A new item for this month is that I went ahead and added a taxable account to my nestegg report. I have actually had this account for a while and it has been my “play” account where I messed around with options a little bit, but the more I look at my retirement goals the more I think I have overlooked adding money to a taxable account for retirement. Since I plan to retire well before 59.5 I need a source of income I can tap into without any penalties so I am going to start building up a taxable account for just this purpose. So you will see that account now on my monthly reports.
Taxable Account – $2,013.20 (new)
Traditional Rollover IRA – $19,976.44 (+6.53%)
My Roth IRA – $76,255.44 (+6.78%)
Wife Roth IRA – $43,964.29 (+7.27%)
Traditional 401k – $150,489.63 (+3.35%)
Roth/Traditional % = 41.07% (tax free)
Total Retirement Nest Egg $292,699.00 (+5.76%)
Monthly Contributions $736.74 (401k) $2013.20 (Taxable)
SPY Performance +3.04%
My Monthly Investment Performance +4.77% (+1.73%)
My Monthly Individual Stocks Performance +6.90% (+3.86%)