Retirement Nestegg Report November 2016

Retirement Nestegg Report November 2016

Well another all-time high for my nestegg, but another month of disappointing performance by my individual stock holdings. Overall this year my stocks have trailed the market quite significantly in part to under performance by some of my key holdings like Tesla, Chipotle, Under Armour, Netflix and others. Overall I am not too concerned but it does get frustrating watching the market beat me month after month in 2016. The good news is I have about half of my portfolio in market index funds so not all hope is lost and so far over longer periods of time I still have outperformed by quite a significant margin with my individual stocks, but this is not one of those years. Luckily though I feel as confident as ever that the aforementioned under performing stocks will greatly reward me in the future.

Taxable Account- $42,594.38 (+3.44%)
Private Stock $60,000 (+0.00%)
Traditional Rollover IRA – $30,915.37 (+9.14%)
My Roth IRA – $149,245.46 (+2.90%)
Wife Roth IRA – $81,088.55 (-1.50%)
Traditional 401k – $296,022.09 (+4.78%)

Roth/Traditional % = 35.43% (tax free)

Total Retirement Nest Egg $659,865.85(+3.20%)
Retirement Salary (4%) – $26,394

Monthly Contributions $1,371.16 (401k)
SP500 Performance +3.42%
My Monthly Investment Performance +2.99% (-0.43% vs SP500)
My Monthly Individual Stocks Performance +2.35% (-1.07% vs SP500)

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