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Month: July 2019

Retirement Nestegg Report June 2019

Retirement Nestegg Report June 2019

Well this month basically reversed last months drop and I’m basically back to where I was at the end of April. My 401k contributions have been dialed back as I will be taking most of the summer off and want to conserve our cash flow without much income coming in. Other than that it’s business as usual.

Taxable Account- $55,020.46(+12.35%)
Private Stock $72,000 (+0.00%)
Traditional Rollover IRA – $43,935.23(+12.35%)
My Roth IRA – $270,194.45(+9.10%)
Wife Roth IRA – $173,063.52(+8.88%)
Wife 401k – $4,295.39(+7.02%)
Traditional 401k – $499,855.11(+7.04%)

Roth/Traditional % = 39.63% (tax free)

Total Retirement Nest Egg $1,118,364.16(+7.78%)
Retirement Salary (4%) $44,734

Monthly Contributions $903.30(401k)
SP500 Performance +6.89%
My Monthly Investment Performance +7.69% (+0.80% vs SP500)
My Monthly Individual Stocks Performance +9.61% (+2.72% vs SP500)