Retirement Nestegg Report May 2017

Retirement Nestegg Report May 2017

Starting to sound like a broken record, but another month of all time nestegg highs and another month of investment performance that greatly exceeded the market. Obviously this can’t go on forever and eventually Tesla may slow down its meteoric climb for a bit, but in the meantime I guess I’m not complaining since I am not really contributing anything of significance to my nest egg so the crazy new highs every month aren’t causing me any anxiety due to me having to make purchases.

It looks like one more 2% month and I will crack the $800k barrier just 5 months after breaking the $700k barrier

Taxable Account- $50,948.89 (+2.21%)
Private Stock $63,100 (+0.00%)
Traditional Rollover IRA – $29,348.20 (-2.07%)
My Roth IRA – $180,999.29 (+3.75%)
Wife Roth IRA – $112,898.22 (+5.86%)
Traditional 401k – $347,681.59 (+1.38%)

Roth/Traditional % = 37.44% (tax free)

Total Retirement Nest Egg $784,976.19 (+2.35%)
Retirement Salary (4%) $31,399

Monthly Contributions $1,405.44 (401k)
SP500 Performance +1.16%
My Monthly Investment Performance +2.16% (+1.00% vs SP500)
My Monthly Individual Stocks Performance +3.68% (+2.52% vs SP500)

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