Another all time new high for my retirement nestegg as it increased in value $60k this month and my investments bounced back to significantly outperform the markets already strong returns. I also had a birthday this month so this will be my last 12 months in my 30s and which means I need to get to work putting plans in place before I’m officially super old and lay the ground work for a very enjoyable 40s and beyond.

Taxable Account- $55,170.30 (+4.01%)
Private Stock $66,900 (+0.00%)
Traditional Rollover IRA – $34,548.86 (+16.32%)
My Roth IRA – $268,596.75 (+8.79%)
Wife Roth IRA – $172,215.78 (+9.95%)
Wife 401k – $4,177.79 (+2.67%)
Traditional 401k – $474,168.54 (+3.36%)

Roth/Traditional % = 41.69% (tax free)

Total Retirement Nest Egg $1,075,778.02(+5.89%)
Retirement Salary (4%) $43,031

Monthly Contributions $1463.08 (401k)
SP500 Performance +3.03%
My Monthly Investment Performance +5.74% (+2.71 % vs SP500)
My Monthly Individual Stocks Performance +9.10% (+6.07% vs SP500)