Retirement Nestegg Report August 2019
I’ll save the commentary for an upcoming holy crap I’m 40 post, but overall slight decrease in the nestegg and zero care in the world by me as I was busy not working and spending time with my family which I think is probably going to be a more common theme going forward. I honestly didn’t check my portfolio more than once this month and well turns out its still here and still pretty big so that’s about all I need to know at this point in my journey.
Taxable Account- $53,426.31(-4.23%)
Private Stock $72,000 (+0.00%)
Traditional Rollover IRA – $47,483.34(+2.30%)
My Roth IRA – $265,869.24(-2.76%)
Wife Roth IRA – $168,021.63(-1.75%)
Wife 401k – $4,285.79(-1.61%)
Traditional 401k – $494,781.08(-2.43%)
Roth/Traditional % = 39.32% (tax free)
Total Retirement Nest Egg $1,105,867.39(-2.14%)
Retirement Salary (4%) $44,234
Monthly Contributions $553.99(401k)
SP500 Performance -1.81%
My Monthly Investment Performance -2.19% (-0.38% vs SP500)
My Monthly Individual Stocks Performance -2.16% (-0.35% vs SP500)