Retirement Nestegg Report October 2019

Retirement Nestegg Report October 2019

Well a very good month for my nestegg and a new all-time high. The market was up over 2% and my investments were up quite a bit more – driven primarily by the big run up in Tesla this month.

Taxable Account- $59,684.60(+10.11%)
Private Stock $72,000 (+0.00%)
Traditional Rollover IRA – $41,856.11(-1.82%)
My Roth IRA – $272,855.47(+6.31%)
Wife Roth IRA – $176.012.04(+6.47%)
Wife 401k – $4,465.82(+2.84%)
Traditional 401k – $517,536.16(+2.84%)

Roth/Traditional % = 39.11% (tax free)

Total Retirement Nest Egg $1,147,419.20(+4.83%)
Retirement Salary (4%) $44,049

Monthly Contributions $903.32(401k)
SP500 Performance +2.04%
My Monthly Investment Performance +4.75% (+2.71% vs SP500)
My Monthly Individual Stocks Performance +6.86% (+4.82% vs SP500)