Retirement Nestegg Report March 2017
Another record high for me this month and despite very flat performance by the market as a whole, but my individual stock performance greatly exceeded the market this month, which is good because overall they haven’t been too hot the last year or more. Compounding is still cool and big numbers keep getting bigger. Look forward to this trend continuing.
Taxable Account- $46,806.77 (+3.94%)
Private Stock $63,100 (+5.17%)
Traditional Rollover IRA – $28,825.18 (-0.54%)
My Roth IRA – $167,658.53 (+2.30%)
Wife Roth IRA – $98,951.59 (+6.90%)
Traditional 401k – $332,169.12 (+1.63%)
Roth/Traditional % = 36.15% (tax free)
Total Retirement Nest Egg $737,511.19 (+2.82%)
Retirement Salary (4%) $29,500
Monthly Contributions $8,291.21 (401k)
SP500 Performance -0.04%
My Monthly Investment Performance +1.66%% (+1.70% vs SP500)
My Monthly Individual Stocks Performance +3.56% (+3.60% vs SP500)