Retirement Nestegg Report February 2019

Retirement Nestegg Report February 2019

Another strong month for my retirement nestegg and performance of my investments with my nestegg getting close to setting new all time highs.

Taxable Account- $58,750.59 (+4.45%)
Private Stock $67,500 (+0.90%)
Traditional Rollover IRA – $38,421.40 (+14.11%)
My Roth IRA – $259,315.26(+4.36%)
Wife Roth IRA – $166,401.38 (+5.73%)
Wife 401k – $4,053.1 (+3.42%)
Traditional 401k – $467,530.19 (+4.16%)

Roth/Traditional % = 40.09% (tax free)

Total Retirement Nest Egg $1,061,971.92 (+4.58%)
Retirement Salary (4%) $42,478

Monthly Contributions $2,340.92 (401k)
SP500 Performance +2.97%
My Monthly Investment Performance +4.35% (+1.38% vs SP500)
My Monthly Individual Stocks Performance +5.47% (+2.50% vs SP500)