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)