Retirement Nestegg Report – October 2013

Retirement Nestegg Report – October 2013

Well I sound like a broken record – another great month for my retirement nestegg report and another great month for investment outperformance of the SP500. Seriously this cannot go on forever and I actually at this point would much more prefer the stock market head south, but have to admit its fun watching my retirement nestegg grow by $2k just about every day.

Taxable Account – $2,540.76 (+0.16%)
Traditional Rollover IRA – $26,409.36 (+13.63%)
My Roth IRA – $97,307.85 (+8.89%)
Wife Roth IRA – $52,222.36 (+2.62%)
Traditional 401k – $164,972.78 (+3.66%)

Roth/Traditional % = 43.57% (tax free)

Total Retirement Nest Egg $343,453.11 (+5.62%)

Monthly Contributions $736.74 (401k)
SPY Performance +4.46%
My Monthly Investment Performance +5.39% (+0.93%)
My Monthly Individual Stocks Performance +7.50% (+3.04%)

  • William Charles

    Those are pretty incredible gains, but like you said it can’t last forever.

  • MFJ

    yeah but if it lasts for like say 5 more years I will be set 🙂

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