Well a flat and slightly down month for the market to kick of 2020 and my retirement nestegg had its best performance in history. It increased by over $105,000 and my investments crushed the market. Most of this can be explained away by the performance of Tesla stock over the last month, but a number of my other individual stocks have also had very nice performance. This has me starting out 2020 besting the market with over a 17% lead. Now granted as we have seen Tesla has and will continue to be a volatile stock so I won’t put to much weight in a single months performance but overall investments like Tesla over the long term have allowed me to have market beating returns over in my investing history. It’s also cool to have a month where my nestegg increased by a value that was greater than I was able to accumulate the first 30 years of my life.

Taxable Account- $87,844.73(+25.37%)
Private Stock $72,000 (+0.00%)
Traditional Rollover IRA – $52,172.96(+18.61%)
My Roth IRA – $361,613.94(+17.66%)
Wife Roth IRA – $224,703.41(+15.10%)
Wife 401k – $4,753.63(-0.07%)
Traditional 401k – $550,737.69(-0.75%)

Roth/Traditional % = 43.31% (tax free)

Total Retirement Nest Egg $1,353,826.36(+8.46%)$
Retirement Salary (4%) $54,153

Monthly Contributions $903.32(401k)
SP500 Performance -0.16%
My Monthly Investment Performance +8.38% (+8.54% vs SP500)
My Monthly Individual Stocks Performance +17.79% (+17.95% vs SP500)