Retirement Nestegg Report – November 2011

Retirement Nestegg Report – November 2011

Well another month where I trailed the SP500 (3 in a row). This does not give me cause for concern as over the long term I have been beating the market and up until the last three months I had a really good string of wins on my side – again broken horse but Netflix was one of my largest positions and has taken a serious hair cut here in the short term. While my portfolio was relatively flat up until a few days ago I was down about $15-$20k from last month but the market has been rallying a lot in recent days and brought me back near last months total. Goes to show you that short term gyrations (days, weeks, months, years) really mean nothing and you should not react to them or fear them.

Traditional Rollover IRA – $14,875.70 (-2.14%)
My Roth IRA – $46,604.10 (-2.80%)
Wife Roth IRA – $22,131.60 (+2.42%)
Current Traditional 401k – $88,818.48 (-0.47%)

Roth/Traditional % = 39.86 % (tax free)

Total Retirement Nest Egg $172,429.88 (-0.89%)

Monthly Contributions $693.10 (401k)
SPY Performance -0.27%
My Monthly Investment Performance -1.29% (-1.02%)
My Monthly Individual Stocks Performance -1.34% (-1.07%)

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