Retirement Nestegg Report October 2020
Another down month for my retirement nestegg and another month of underperformance by my investments. My nestegg however is still up over 60% YTD, so I think I will be ok. This has been my best year ever on every metric and volatility is to be expected. Long term the trajectory looks great.
Fidelity Taxable – $5,117.72(+0.87%)
Taxable Account- $202,311.18(-8.18%)
Private Stock $82,500(+0.00%)
Traditional Rollover IRA – $77,484.52(-6.34%)
My Roth IRA – $695,775.93(-7.36%)
Wife Roth IRA – $394,484.57(-7.46%)
Wife 401k – $4,874.69(-1.90%)
Traditional 401k – $580,366.73(-2.51%)
Roth/(Traditional+Taxable) % = 55.37% (tax free)
Total Retirement Nest Egg $2,042,915.34(-5.78%)
Retirement Salary (4%) $81,716
Monthly Contributions $1,400.76(401k)
SP500 Performance -2.77%
My Monthly Investment Performance -5.85% (-3.08% vs SP500)
My Monthly Individual Stocks Performance -7.45% (-4.68% vs SP500)