Well not a great month for my nestegg as it fell over 2%. Most of this was driven by the large drop in Tesla stock on the last day of the month.
In other news news I approached my employer about not working in the summers this month and will be waiting to hear their response. To be honest I’m not optimistic they will agree to my terms but I want to get this rolling well ahead of time as I plan on not working next summer regardless of what my employer responds with and may need to come up with a plan B.
Taxable Account- $52,882.44 (-4.15%)
Private Stock $66,900 (+0.00%)
Traditional Rollover IRA – $33,556.22 (-2.87%)
My Roth IRA – $253,172.18 (-5.74%)
Wife Roth IRA – $167,284.24 (-2.86%)
Wife 401k – $4,200.45 (+0.54%)
Traditional 401k – $475,084.28 (+0.19%)
Roth/Traditional % = 41.69% (tax free)
Total Retirement Nest Egg $1,053,079.81(-2.11%)
Retirement Salary (4%) $42,123
Monthly Contributions $1463.08 (401k)
SP500 Performance +0.43%
My Monthly Investment Performance -2.25% (-2.68 % vs SP500)
My Monthly Individual Stocks Performance -4.46% (-4.89% vs SP500)