Well the first time I finished a month in 7 figures and another great month for my individual stock portfolio which is now beating the SP500 by over 30% in the first 6 months of the year and carrying my nestegg to new heights. Fun to have that extra comma back in the month’s report.

Taxable Account- $57,596.45 (+10.06%)
Private Stock $66,900 (+0.00%)
Traditional Rollover IRA – $30,747.16 (+3.46%)
My Roth IRA – $260,607.33 (+5.49%)
Wife Roth IRA – $168,960.37 (+7.54%)
Wife 401k – $3,903.56 (-0.01%)
Traditional 401k – $441,745.38 (-0.10%)

Roth/Traditional % = 41.69% (tax free)

Total Retirement Nest Egg $1,030,460.25 (+3.13%)
Retirement Salary (4%) $41,218

Monthly Contributions $2,194.62 (401k)
SP500 Performance +0.48%
My Monthly Investment Performance +2.91% (+1.43% vs SP500)
My Monthly Individual Stocks Performance +6.52% (+6.04% vs SP500)