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Month: April 2020

Retirement Nestegg Report March 2020

Retirement Nestegg Report March 2020

Well another exciting month for the stock market and some more wild volatility. My nestegg has held up a little better than the market, as the SP500 fell 12.51% this month. My contributions were higher than normal – part of this is the timing of a 401k matching that hit my 401k this month and me taking advantage of some of the recent market downturn to purchase more of my favorite companies.

Going forward if things continue to fall I would expect some additional contributions by myself, but short of that it’s business as usual as I get to enjoy some extra time with my family due to the coronavirus outbreak.

M1 Taxable – $2,985.29(-5.27%)
Taxable Account- $77,178.66 (-9.96%)
Private Stock $72,000 (+0.00%)
Traditional Rollover IRA – $41,333.49(-16.59%)
My Roth IRA – $317,043.75(-10.30%)
Wife Roth IRA – $196,072.48(-10.89%)
Wife 401k – $3,882.67(-10.97%)
Traditional 401k – $443,019.06(-13.13%)

Roth/Traditional % = 44.48% (tax free)

Total Retirement Nest Egg $1,153,515.40(-11.15%)
Retirement Salary (4%) $46,140

Monthly Contributions $7,465.89(401k) $1,000(M1) $2,000 (Taxable)
SP500 Performance -12.51%
My Monthly Investment Performance -11.95% (+0.56% vs SP500)
My Monthly Individual Stocks Performance -11.70% (+0.81% vs SP500)