Well it happened. Two interim reports in the same month. Just 15 days after my nestegg passed $1.4M it is now north of $1.5M. It is going to get to a point here shortly where it will be hard for me to keep track of $100k milestones as they will happen so quickly and I may have to start doing $250k reports once we hit $2M.
Once again this report was driven by a large run up in my individual stocks namely Tesla, Shopify, and Netflix.
Taxable Account- $110,750.62
Private Stock $72,000
Traditional Rollover IRA - $58,172.38
My Roth IRA – $430,752.57
Wife Roth IRA – $262,244.73
Wife 401k - $4,971.41
Traditional 401k – $576,470.18
Roth/Traditional % = 45.73% (tax free)
Total Retirement Nest Egg $1,515,361.90
Retirement Salary (4%) $60,614
$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 |
| February 2020 | $28,399.81(-1.68%) | $1,400,000 (+7.7%) | 0 months 21 days |
| February 2020 | $29,308.80(+3.20%) | $1,500,000 (+7.14%) | 0 months 15 days |