Retirement Nestegg Report July 2020

Retirement Nestegg Report July 2020

Well another banner month for our retirement nestegg with us hitting four different $100k milestones in a single month including punching through the multi-million dollar mark.

Things are obviously down a bit from that all time high, but hard to get upset at all about putting on over $200k in a single month and have now put on $634k YTD. Our individual stocks have returned just under 100% YTD and things are coming together better than I ever could have expected. My original goal was to hit $1M by age 40 and we actually hit the $2M mark.

Life is good.

Fidelity Taxable – $5,648.33(+7.36%)
Taxable Account- $158,850.64(+23.21%)
Private Stock $72,000 (+0.00%)
Traditional Rollover IRA – $77,667.94 (+13.28%)
My Roth IRA – $629,034.16(+18.34%)
Wife Roth IRA – $362,755.12(+14.91%)
Wife 401k – $4,860.75(+5.61%)
Traditional 401k – $572,019.27(+5.00%)

Roth/(Traditional+Taxable) % = 50.69% (tax free)

Total Retirement Nest Egg $1,882,836.21(+12.65%)
Retirement Salary (4%) $75,313

Monthly Contributions $466.92(401k)
SP500 Performance +5.51%
My Monthly Investment Performance +12.62% (+7.11% vs SP500)
My Monthly Individual Stocks Performance +17.57% (+12.06% vs SP500)