Retirement Nestegg Report May 2018

Retirement Nestegg Report May 2018

Well only 1 day in the double comma club, but it still felt good. Overall another strong month for my retirement nestegg growing $40k during the month and reaching 7 figures for the first time ever. Overall my nestegg investment performance is outpacing the SP500 by over 12% points led by my individual stock performance besting the market by over 23%. Big numbers get bigger and strong investment performance throws gas on the fire.

Taxable Account- $52,333.03 (+2.25%)
Private Stock $66,900 (+6.02%)
Traditional Rollover IRA – $29,718.48 (+0.56%)
My Roth IRA – $247,045.91 (+3.56%)
Wife Roth IRA – $157,120.33 (+5.48%)
Wife 401k – $3,906.27 (+3.07%)
Traditional 401k – $442,199.28 (+4.15%)

Roth/Traditional % = 40.45% (tax free)

Total Retirement Nest Egg $999,223.30 (+4.10%)
Retirement Salary (4%) $39,968

Monthly Contributions $1,511.85(401k)
SP500 Performance +2.16%
My Monthly Investment Performance +3.94% (+1.78% vs SP500)
My Monthly Individual Stocks Performance +3.81% (+1.65% vs SP500)