Well it wasn’t in the same month, but we’ve actually hit our next $100k milestone in less than a month since we hit the last one. On Dec 16th we hit $1.2M for the first time and now just 28 days later we have hit $1.3M.
What’s even more impressive is the market is up about 2% during that time but our nestegg grew over 8% due to some very strong gains by some of our individual stocks such as Tesla, Shop, NFLX, and Amazon.
Obviously this can’t go on forever in the short term but over the long term this type of thing can come to be expected. I mean just last month I predicted that I’d eventually write 2 of these reports in the same month and well here we are and each successive $100k is going to take less and less work to achieve due to the magic of compounding.
I spent over 30 years of my life trying to accumulate the first $100k and now 10 years later I was able to accumulate that much in just 28 days. Pretty amazing and can’t wait to see what other insane milestone is up next.
Taxable Account- $76,452.07
Private Stock $72,000
Traditional Rollover IRA - $48,108.15
My Roth IRA – $330,143.06
Wife Roth IRA – $208,360.42
Wife 401k - $4,810.64
Traditional 401k – $560,668.48
Roth/Traditional % = 41.41% (tax free)
Total Retirement Nest Egg $1,300,542.82
Retirement Salary (4%) $52,021
$100,000 NestEgg Milestones
| Date | DOW Jones Value | MFJ Nestegg | Time to Achieve |
| Oct 2008 | 10,000 | $ 69,300 | 29 years 2 months |
| Oct 2009 | 10,000 (+0%) | $100,000 (+44%) | 30 years 2 months |
| Feb 2012 | 13,000 (+30%) | $200,000 (+100%) | 2 years 5 months |
| Jul 2013 | 15,423 (+19%) | $300,000 (+50%) | 1 years 5 months |
| Feb 2014 | 16,395.88 (+6.3%) | $400,000 (+33%) | 7 months |
| April 2015 | 18,084.48 (+10.30%) | $500,000 (+25%) | 1 year 2 months |
| August 2016 | 18,636.05 (+3.05%) | $600,000 (+20%) | 1 year 4 months |
| January 2017 | 20,068.51 (+7.69%) | $700,000 (+17%) | 5 months |
| June 2017 | $21,182.53 (+5.56%) | $800,000 (+14%) | 5 months |
| January 2018 | $25,484.72(+20.31%) | $900,000 (+12.5%) | 7 months |
| May 2018 | $24,667.78(-3.21%) | $1,000,000 (+11.1%) | 4 months |
| April 2019 | $26,234.34 (+2.94%) | $1,100,000 (+10.0%) | 11 months |
| December 2019 | $28,331.20 (+7.99%) | $1,200,000 (+9.1%) | 8 months |
| January 2020 | $28,885.42(+1.96%) | $1,300,000 (+8.3%) | 0 months 28 days |