Retirement Nestegg Report – May 2014
Well nothing too exciting this month – I gained some of the lost ground to the SP500 the last few months and I made $4000 in contributions to our Roth IRA accounts. The good news is I didn’t have any five or six figure purchases this month so I feel a little bit more frugal than I did last month 🙂
Taxable Account – $5,099.04 (+2.99%)
Traditional Rollover IRA – $30,500.70 (-1.23%)
My Roth IRA – $103,334.94 (+7.92%)
Wife Roth IRA – $56,790.05 (+5.32%)
Traditional 401k – $191,961.67 (+2.52%)
Roth/Traditional % = 41.30% (tax free)
Total Retirement Nest Egg $387,686.40 (+4.01%)
Monthly Contributions $3000 (My Roth IRA) $1000 (Wife Roth IRA) $753.77 (401k)
SPY Performance +2.10%
My Monthly Investment Performance +2.74% (+0.64% vs SP500)
My Monthly Individual Stocks Performance +3.37% (+1.27% vs SP500)