I’ll save the commentary for an upcoming holy crap I’m 40 post, but overall slight decrease in the nestegg and zero care in the world by me as I was busy not working and spending time with my family which I think is probably going to be a more common theme going forward. I honestly didn’t check my portfolio more than once this month and well turns out its still here and still pretty big so that’s about all I need to know at this point in my journey.
Taxable Account- $53,426.31(-4.23%)
Private Stock $72,000 (+0.00%)
Traditional Rollover IRA - $47,483.34(+2.30%)
My Roth IRA – $265,869.24(-2.76%)
Wife Roth IRA – $168,021.63(-1.75%)
Wife 401k - $4,285.79(-1.61%)
Traditional 401k – $494,781.08(-2.43%)
Roth/Traditional % = 39.32% (tax free)
Total Retirement Nest Egg $1,105,867.39(-2.14%)
Retirement Salary (4%) $44,234
Monthly Contributions $553.99(401k)
SP500 Performance -1.81%
My Monthly Investment Performance -2.19% (-0.38% vs SP500)
My Monthly Individual Stocks Performance -2.16% (-0.35% vs SP500)