Retirement Nestegg Report October 2018

Retirement Nestegg Report October 2018

Well my nestegg fell about $60,000 this month, but my investments outperformed the market. While it was a pretty big drop for the SP500 of almost 7% and my nestegg fell over 5.5% this is really nothing but a normal fluctuation. I believe at one point this month I was down over $100,000 and it feels pretty good to be able to lose $100k in a single month on paper and not really bat an eye. My goal some day is to lose $1 million dollars in portfolio value.

Taxable Account- $56,692.05 (+7.20%)
Private Stock $66,900 (+0.00%)
Traditional Rollover IRA – $31,413.10 (-6.39%)
My Roth IRA – $241,314.77 (-4.68%)
Wife Roth IRA – $154,920.94 (-7.39%)
Wife 401k – $3,912.04 (-6.87%)
Traditional 401k – $437,978.42 (-7.81%)

Roth/Traditional % = 39.90% (tax free)

Total Retirement Nest Egg $993,131.32(-5.69%)
Retirement Salary (4%) $39,725

Monthly Contributions $1463.08 (401k)
SP500 Performance -6.94%
My Monthly Investment Performance -5.83% (+1.11% vs SP500)
My Monthly Individual Stocks Performance -4.45% (+2.49% vs SP500)