Fidelity Taxable - $6,269.64(+1.91%)
Taxable Account- $321,579.08(-11.96%)
Private Stock $90,000(+9.10%)
Traditional Rollover IRA - $119,508.74(+4.05%)
My Roth IRA – $994,281.98(-7.54%)
Wife Roth IRA – $538,331.17(-3.18%)
Wife 401k - $5,707.48(+2.74%)
Traditional 401k – $710,184.88(+4.1%)
Roth/(Traditional+Taxable) % = 55.01% (tax free)
Total Retirement Nest Egg $2,785,862.97(-3.54%)
Retirement Salary (4%) $111,434
Monthly Contributions $933.84(401k)
SP500 Performance +2.61%
My Monthly Investment Performance -3.57
My Monthly Individual Stocks Performance -6.23%