Retirement Nestegg Report October 2017

Retirement Nestegg Report October 2017

Another month and another all-time high. Starting to sound like a broken record. My actual investment performance hasn’t been too hot the last few months, but I’ve still added $30,000 to my nestegg. I don’t anticipate the market to continue like it has, but I am currently 5 months ahead of the pace that I need to be to hit my $1M by age 40 goal

Taxable Account- $46,653.20 (-2.20%)
Private Stock $63,100 (+0.00%)
Traditional Rollover IRA – $24,882.10 (+2.21%)
My Roth IRA – $184,403.31 (+3.98%)
Wife Roth IRA – $117,349.78(+1.15%)
Traditional 401k – $385,396.30 (+2.49%)

Roth/Traditional % = 36.46% (tax free)

Total Retirement Nest Egg $821,784.69 (+2.15%)
Retirement Salary (4%) $32,871

Monthly Contributions $1,873.92 (401k)
SP500 Performance +2.22%
My Monthly Investment Performance +1.91% (-0.31% vs SP500)
My Monthly Individual Stocks Performance +2.16% (-0.66% vs SP500)

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