Retirement Nestegg Report – September 2013

Retirement Nestegg Report – September 2013

Well another great month of retirement nestegg growth and another great month of market outperformance by my investments. My nestegg had over $16,000 just in investment gains this month which I think is the second highest ever for me (July 2013) and my nestegg has grown $105,000 or 47.6% since my report last Septemeber

What does all of this mean? It means I am a financial genius – or it could be that the stock market has gone bonkers the last 3-4 years and I’ve ridden a few lucky stock investments to unforeseen highs and it could all come crashing down by next month πŸ™‚ Bottom line month to month or year to year performance doesn’t really tell you too much but given the trend of the last few years I think I am headed in the right direction.

Taxable Account – $2,536.48 (-4.41%)
Traditional Rollover IRA – $23,241.99 (+7.45%)
My Roth IRA – $89,359.75 (+6.13%)
Wife Roth IRA – $50,890.69 (+4.85%)
Traditional 401k – $159,147.00 (+5.14%)

Roth/Traditional % = 42.72% (tax free)

Total Retirement Nest Egg $325,175.91 (+5.44%)

Monthly Contributions $736.74 (401k)
SPY Performance +2.98%
My Monthly Investment Performance +5.20% (+2.22%)
My Monthly Individual Stocks Performance +5.74% (+2.76%)

  • Thursday Bram

    I was hoping to send you an email but your contact form seems to be missing. Can you email me at the address included in this comment? Thanks!

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