Well the last three Januarys have been pretty good to the retirement nestegg. My portfolio all of the losses from December and bounced back up into 7 figures.
Taxable Account- $56,249.81 (+3.22%)
Private Stock $66,900 (+0.00%)
Traditional Rollover IRA - $33,670.55 (+9.16%)
My Roth IRA – $248,483.35(+10.76%)
Wife Roth IRA – $157,384.69 (+12.29%)
Wife 401k - $3,918.97 (+12.07%)
Traditional 401k – $448,846.25 (-0.32%)
Roth/Traditional % = 39.97% (tax free)
Total Retirement Nest Egg $1,015,453.62 (+9.10%)
Retirement Salary (4%) $40,618
Monthly Contributions $2,340.92 (401k)
SP500 Performance +7.87%
My Monthly Investment Performance +8.85% (+1.08% vs SP500)
My Monthly Individual Stocks Performance +10.21% (+2.34% vs SP500)