Well another really good month for my Retirement Nestegg – my investments crushed the market again and I got to celebrate my first 10 bagger with Netflix. I purchased Netflix at 19.72 on June 22, 2007 and as of today the stock sits at $205.90 for a total gain of 944%.
I did go ahead and trim 25% of my Netflix holdings two days ago at $200 share and did do some small trimming of positions that have had really big runups lately and have very lofty valuations.
My cash position which is almost always $0 is now at $7613 which is 9.37% of my individual stock portfolio. Normally I would never do this, but because we are no longer contributing much to our retirement accounts I would like to have some cash available to take advantage of any opportunities that might present themselves if the market were to head south.
Traditional Rollover IRA – $12,447.82 (+2.65%)
My Roth IRA – $43,955.02 (+7.55%)
Wife Roth IRA – $24,824.93 (+3.70%)
Current Traditional 401k – $74,480.55 (+0.42%)
Roth/Traditional % = 44.17 % (tax free)
Total Retirement Nest Egg $155,708.32 (+3.05%)
Monthly Contributions $605.84 (401k)
SPY Performance +0.00%
My Monthly Investment Performance +2.64% (+2.64%)
My Monthly Individual Stocks Performance +5.58% (+5.58%)