Retirement Nestegg Report November 2018

Retirement Nestegg Report November 2018

Nothing too exciting this month other than getting the other comma back.

Taxable Account- $59,408.30 (+4.79%)
Private Stock $66,900 (+0.00%)
Traditional Rollover IRA – $34,152.12 (+8.72%)
My Roth IRA – $247,004.26 (+2.36%)
Wife Roth IRA – $153,971.98 (-0.61%)
Wife 401k – $3,990.60 (+2.01%)
Traditional 401k – $450,300.67 (+2.81%)

Roth/Traditional % = 39.48% (tax free)

Total Retirement Nest Egg $1,015,727.93(+2.28%)
Retirement Salary (4%) $40,629

Monthly Contributions $2,097.08 (401k)
SP500 Performance +1.79%
My Monthly Investment Performance +2.06% (+0.27% vs SP500)
My Monthly Individual Stocks Performance +2.11% (+0.32% vs SP500)