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Month: May 2019

Retirment Nestegg Report April 2019

Retirment Nestegg Report April 2019

Another all-time high, but subpar performance by my individual stocks this month probably primarily due to Tesla. My 401k is now within spitting distance of $500k which is kind of neat as it’s only taken 12 years at my company to amass that amount despite not coming remotely close to maxing it out most of the years I have worked there.

Taxable Account- $55,083.31(-2.75%)
Private Stock $72,000 (+0.00%)
Traditional Rollover IRA – $42,232.86(+3.55%)
My Roth IRA – $271,799.61(2.66%)
Wife Roth IRA – $172,249.14(+2.36%)
Wife 401k – $4,287.24(+4.02%)
Traditional 401k – $499,050.59(+4.45%)

Roth/Traditional % = 39.76% (tax free)

Total Retirement Nest Egg $1,116,702.75(+2.98%)
Retirement Salary (4%) $44,668

Monthly Contributions $3,742.25(401k)
SP500 Performance +3.93%
My Monthly Investment Performance +2.64% (-1.29% vs SP500)
My Monthly Individual Stocks Performance +2.06% (-1.87% vs SP500)