Retirement Nestegg Report – May 2015

Retirement Nestegg Report – May 2015

Another month of nice growth and out-performance of the SP500. My nestegg finished above the $500k mark for the first time in history. It’s funny to me how as the numbers in my accounts get bigger and bigger that a $15k jump in a month seems like a very ho-hum thing and just a few years ago $10k in a month would have had me dancing in the streets. I look forward to my first $100k increase in a month.

Taxable Account – $19,428.60 (+6.28%)
Traditional Rollover IRA – $34,606.62 (+3.63%)
My Roth IRA – $135,155.27 (+3.54%)
Wife Roth IRA – $78,950.46 (+4.62%)
Traditional 401k – $238,556.66 (+2.43%)

Roth/Traditional % = 42.26% (tax free)

Total Retirement Nest Egg $506,697.61 (+3.11%)
Retirement Salary (4%) – $20,267.90

Monthly Contributions $1,373.31 (401k) $2000 (Wife Roth IRA)
SPY Performance +1.05%
My Monthly Investment Performance +2.47% (+1.42% vs SP500)
My Monthly Individual Stocks Performance +2.95% (+1.90% vs SP500)

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