Retirement Nestegg Report – February 2010

Retirement Nestegg Report – February 2010

Another strong month this month. Part of this is due to the fact that my company put in their year end 5.5% contribution into my 401k (this is on top of the 4% they match with each paycheck). I also had some very strong performance in some of my larger stock holdings. One thing that I am going to start adding to these reports just as a reference point is the gain of the SP500 during the month. This won’t be entirely useful as I don’t subtract out contributions when calculating my gains, but I still think it would be a good reference to have. Anyway here is my report.

Traditional Rollover IRA – $10,959.90 (+0.74%)
My Roth IRA – $ 33,769.03 (+6.27%)
Wife Roth IRA – $18,663.59 (+5.94%)
Current Traditional 401k – $58,770.74 (+12.47%)

Roth/Traditional % = 42.92% (tax free)

Total Retirement Nest Egg $122,163.26 (+8.56%)

My contributions this month – $5,492.45
SPY Performance +2.39%
My Monthly Investment Performance +3.68% (+1.29%)
My Monthly Stock Investment Performance +3.68% (+2.79%)