Retirement Nestegg Report – October 2011

Retirement Nestegg Report – October 2011

Well for the second month in a row my investments have lost out to the SP 500 index and for the second month in a row I am going to blame Reed Hastings 🙂

Traditional Rollover IRA – $15,201.22 (+15.08%)
My Roth IRA – $47,947.32 (+6.71%)
Wife Roth IRA – $21,609.15 (+11.21%)
Current Traditional 401k – $89,233.16 (+11.13%)

Roth/Traditional % = 39.98 % (tax free)

Total Retirement Nest Egg $173,980.85 (+10.21%)

Monthly Contributions $693.10 (401k)
SPY Performance +10.92%
My Monthly Investment Performance +9.77% (-1.15%)
My Monthly Individual Stocks Performance +9.25% (-1.67%)

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