Well as much as the end result for this month was not very impressive, what happened during the month was actually pretty impressive. At one point this month I was down just under $100,000 from my month end total at the end of last month and ended up only having my nestegg be down $2k.
The other impressive area was once again my individual stock performance which bested the market by over 6% after besting it by over 10% last month. My individual stocks are besting the market by over 17.5% YTD!
Taxable Account- $53,514.91 (-0.92%)
Private Stock $63,100 (+0.00%)
Traditional Rollover IRA - $30,012.23 (+2.16%)
My Roth IRA – $233,525.80 (+2.60%)
Wife Roth IRA – $145,684.13 (+3.25%)
Wife 401k - $3,844.99 (-3.73%)
Traditional 401k – $415,460.29 (-2.99%)
Roth/Traditional % = 40.12% (tax free)
Total Retirement Nest Egg $945,142.35 (-0.24%)
Retirement Salary (4%) $37,805
Monthly Contributions $1,873.92 (401k)
SP500 Performance -3.89%
My Monthly Investment Performance -0.24% (+3.65% vs SP500)
My Monthly Individual Stocks Performance +2.36% (+6.25% vs SP500)