Retirement Nestegg Report – September 2013
Well another great month of retirement nestegg growth and another great month of market outperformance by my investments. My nestegg had over $16,000 just in investment gains this month which I think is the second highest ever for me (July 2013) and my nestegg has grown $105,000 or 47.6% since my report last Septemeber
What does all of this mean? It means I am a financial genius – or it could be that the stock market has gone bonkers the last 3-4 years and I’ve ridden a few lucky stock investments to unforeseen highs and it could all come crashing down by next month Bottom line month to month or year to year performance doesn’t really tell you too much but given the trend of the last few years I think I am headed in the right direction.
Taxable Account – $2,536.48 (-4.41%)
Traditional Rollover IRA – $23,241.99 (+7.45%)
My Roth IRA – $89,359.75 (+6.13%)
Wife Roth IRA – $50,890.69 (+4.85%)
Traditional 401k – $159,147.00 (+5.14%)
Roth/Traditional % = 42.72% (tax free)
Total Retirement Nest Egg $325,175.91 (+5.44%)
Monthly Contributions $736.74 (401k)
SPY Performance +2.98%
My Monthly Investment Performance +5.20% (+2.22%)
My Monthly Individual Stocks Performance +5.74% (+2.76%)