Retirement Nestegg Report – October 2010

Retirement Nestegg Report – October 2010

Just a quick update this month. Highlights are that I broke $150,000 for the first time and my investment performance trailed the SP500 this month – but I’m cool with that as last month I crushed it so I was due to not beat it again – for the year though I am still considerably ahead of the SP500.

Traditional Rollover IRA – $12,126.26 (-0.70%)
My Roth IRA – $40,869.11 (+3.03%)
Wife Roth IRA – $23,939.76 (+5.22%)
Current Traditional 401k – $74,171.88 (+5.13%)

Roth/Traditional % = 42.89 % (tax free)

Total Retirement Nest Egg $151,107.01 (+4.08%)

Monthly Contributions $908.76 (401k)
SPY Performance +3.82%
My Monthly Investment Performance +3.45% (-0.37%)
My Monthly Individual Stocks Performance +3.09% (-0.73%)

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