Small growth in my retirement nestegg and some slightly less than stellar investment performance – especially in my 401k which seems strange given I’m in index funds there for most part. I got a boost of over $9k in 401k contributions this month due to an annual matching contribution that hit my account this month. Next 100k milestone should be just around the corner.

Taxable Account- $56,643.55 (-3.59%)
Private Stock $72,000 (+6.67%)
Traditional Rollover IRA – $40,785.98 (+6.15%)
My Roth IRA – $264,756.03(2.10%)
Wife Roth IRA – $168,278.22 (+1.13%)
Wife 401k – $4,121.42 (+1.69%)
Traditional 401k – $477,798.06 (+2.20%)

Roth/Traditional % = 40.09% (tax free)

Total Retirement Nest Egg $1,084,383.26 (+2.11%)
Retirement Salary (4%) $43,395

Monthly Contributions $9,314.91 (401k)
SP500 Performance +1.79%
My Monthly Investment Performance +1.23% (-0.56% vs SP500)
My Monthly Individual Stocks Performance +1.45% (-0.24% vs SP500)