Well another positive month for my retirement nestegg as it grew $13,000 this month. You can really see the power of compounding – if this amount of growth had happened a few years ago I probably would have fallen out of my chair as it would have nearly doubled my retirement nestegg, but now it just gets a yawn out of me. My investment performance was really strong this month and made up for last months sub-par performance. Also I had a fairly large amount of contributions this month due to the fact that my employer contributed $4800+ to my 401k as part of their annual contribution. My employer is very generous and matches 9.5% of your salary in your 401k if you contribute 5% on your own.
Anyway here is the report.
Traditional Rollover IRA – $13,626.86 (+7.05%)
My Roth IRA – $48,418.63 (+4.90%)
Wife Roth IRA – $28,219.40 (+7.59%)
Current Traditional 401k – $88,348.30 (+9.80%)
Roth/Traditional % = 42.90 % (tax free)
Total Retirement Nest Egg $178,613.19 (+7.69%)
Monthly Contributions $5,467.44 (401k)
SPY Performance +3.47%
My Monthly Investment Performance +4.39% (+0.92%)
My Monthly Individual Stocks Performance +5.70% (+2.23%)