Retirement Nestegg Report – October 2015

Retirement Nestegg Report – October 2015

Well my individual stocks took a drubbing this month – pretty sure this has to be the worst monthly performance ever compared to the SP500. Lots of my biggest stock holdings were beat up this month. Bank of Internet down 38%, Solar City was down 31%, Buffalo Wild Wings down 20%, Tesla Motors down 17%, etc. Ouch I guess I suck at individual stock picks and should sell them all change strategy and only invest in index funds – or maybe individual stocks can be volatile in a very short period like a month and they will make me very wealthy some day. Guess time will tell.

Taxable Account – $20,281.92 (-7.95%)
Traditional Rollover IRA – $32,523.57 (-9.13%)
My Roth IRA – $146,105.44 (-1.62%)
Wife Roth IRA – $79,852.00 (-1.92%)
Traditional 401k – $240,744.68 (+8.41%)

Roth/Traditional % = 45.24% (tax free)

Total Retirement Nest Egg $519,507.61 (+1.90%)
Retirement Salary (4%) – $20,780.31

Monthly Contributions $1,716.64 (401k) Roth IRA $1000 Taxable $1000
SP500 Performance +8.30%
My Monthly Investment Performance +1.17% (-7.13% vs SP500)
My Monthly Individual Stocks Performance -3.82% (-12.12% vs SP500)

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