Interim Retirement Nestegg Report $1.7M
Well the ridiculousness continues. An hour after I published my monthly report my portfolio gained another $30k plus to hit the $1.7M milestone. Cheers
Taxable Account Ally- $133,152.83
Taxable Fidelity – $5,418.79
Private Stock $72,000
Traditional Rollover IRA – $70,799.23
My Roth IRA – $546,259.52
Wife Roth IRA – $324,992.38
Wife 401k – $4,602.43
Traditional 401k – $544,780.32
Roth/Traditional % = 51.12% (tax free)
Total Retirement Nest Egg $1,702,005.50
Retirement Salary (4%) $68,080.22
$100,000 NestEgg Milestones
Date | DOW Jones Value | MFJ Nestegg | Time to Achieve |
Oct 2008 | 10,000 | $ 69,300 | 29 years 2 months |
Oct 2009 | 10,000 (+0%) | $100,000 (+44%) | 30 years 2 months |
Feb 2012 | 13,000 (+30%) | $200,000 (+100%) | 2 years 5 months |
Jul 2013 | 15,423 (+19%) | $300,000 (+50%) | 1 years 5 months |
Feb 2014 | 16,395.88 (+6.3%) | $400,000 (+33%) | 7 months |
April 2015 | 18,084.48 (+10.30%) | $500,000 (+25%) | 1 year 2 months |
August 2016 | 18,636.05 (+3.05%) | $600,000 (+20%) | 1 year 4 months |
January 2017 | 20,068.51 (+7.69%) | $700,000 (+17%) | 5 months |
June 2017 | $21,182.53 (+5.56%) | $800,000 (+14%) | 5 months |
January 2018 | $25,484.72(+20.31%) | $900,000 (+12.5%) | 7 months |
May 2018 | $24,667.78(-3.21%) | $1,000,000 (+11.1%) | 4 months |
April 2019 | $26,234.34 (+2.94%) | $1,100,000 (+10.0%) | 11 months |
December 2019 | $28,331.20 (+7.99%) | $1,200,000 (+9.1%) | 8 months |
January 2020 | $28,885.42(+1.96%) | $1,300,000 (+8.3%) | 0 months 28 days |
February 2020 | $28,399.81(-1.68%) | $1,400,000 (+7.7%) | 0 months 21 days |
February 2020 | $29,308.80(+3.20%) | $1,500,000 (+7.14%) | 0 months 15 days |
June 2020 | $27,049.00(-7.71%) | $1,600,000 (+6.67%) | 3 months 22 days |
July 2020 | $25,884.15(-4.31%) | $1,700,000 (+6.25%) | 0 months 21 days |