Retirement Nestegg Report November 2017

Retirement Nestegg Report November 2017

Another all time high for my nestegg and I honestly don’t know what else to say as this is a broken record every month. Big numbers keep getting bigger. Big numbers are fun.

Taxable Account- $47,357.73 (+1.51%)
Private Stock $63,100 (+0.00%)
Traditional Rollover IRA – $27,847.19 (+11.92%)
My Roth IRA – $190,958.18 (+3.56%)
Wife Roth IRA – $118,368.95(+0.87%)
Traditional 401k – $398,398.59 (+3.37%)

Roth/Traditional % = 36.56% (tax free)

Total Retirement Nest Egg $846,030.64 (+2.95%)
Retirement Salary (4%) $33,841

Monthly Contributions $1,873.92 (401k)
SP500 Performance +2.81%
My Monthly Investment Performance +2.72% (-0.09% vs SP500)
My Monthly Individual Stocks Performance +3.01% (+0.20% vs SP500)

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