Retirement Nestegg Report January 2019
Well the last three Januarys have been pretty good to the retirement nestegg. My portfolio all of the losses from December and bounced back up into 7 figures.
Taxable Account- $56,249.81 (+3.22%)
Private Stock $66,900 (+0.00%)
Traditional Rollover IRA – $33,670.55 (+9.16%)
My Roth IRA – $248,483.35(+10.76%)
Wife Roth IRA – $157,384.69 (+12.29%)
Wife 401k – $3,918.97 (+12.07%)
Traditional 401k – $448,846.25 (-0.32%)
Roth/Traditional % = 39.97% (tax free)
Total Retirement Nest Egg $1,015,453.62 (+9.10%)
Retirement Salary (4%) $40,618
Monthly Contributions $2,340.92 (401k)
SP500 Performance +7.87%
My Monthly Investment Performance +8.85% (+1.08% vs SP500)
My Monthly Individual Stocks Performance +10.21% (+2.34% vs SP500)