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Month: November 2020

Retirement Nestegg Report October 2020

Retirement Nestegg Report October 2020

Another down month for my retirement nestegg and another month of underperformance by my investments. My nestegg however is still up over 60% YTD, so I think I will be ok. This has been my best year ever on every metric and volatility is to be expected. Long term the trajectory looks great.

Fidelity Taxable – $5,117.72(+0.87%)
Taxable Account- $202,311.18(-8.18%)
Private Stock $82,500(+0.00%)
Traditional Rollover IRA – $77,484.52(-6.34%)
My Roth IRA – $695,775.93(-7.36%)
Wife Roth IRA – $394,484.57(-7.46%)
Wife 401k – $4,874.69(-1.90%)
Traditional 401k – $580,366.73(-2.51%)

Roth/(Traditional+Taxable) % = 55.37% (tax free)

Total Retirement Nest Egg $2,042,915.34(-5.78%)
Retirement Salary (4%) $81,716

Monthly Contributions $1,400.76(401k)
SP500 Performance -2.77%
My Monthly Investment Performance -5.85% (-3.08% vs SP500)
My Monthly Individual Stocks Performance -7.45% (-4.68% vs SP500)