Retirement Nestegg Report - April 2013
Well another very good month for my retirement and a great month for my investments as they all soundly beat the market and my nestegg is getting closer to the $300k milestone. Was less than a year …
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Retirement Nestegg Report - March 2013
Well another new record for my nestegg. The stock market sure is on a roll lately and my nestegg reflects that. Unfortunately I lose to the SP500 this month, but I have beat it in three of the last …
Read MoreRetirement Nestegg Report - February 2013
Well another month another all-time high and another milestone reached. My retirement nestegg is now worth over a quarter of a million dollars. It’s great to see the power of compound interest …
Read MoreRetirement Nestegg Report - January 2013
Well 2013 is off with a bang. The SP 500 gained over 5% this month alone and my investments actually did a little bit better than that (thank you Netflix). My retirement nestegg also hit an all-time …
Read MoreRetirement Nestegg Report - December 2012
Well always fun to end the year with all-time new high for my retirement nestegg. 2012 was a big year for my retirement account. I broke 200,000 for the first time, I started contributing to my Roth …
Read MoreRetirement Nestegg Report - November 2012
Going through a bit of a dry spell with regards to my investments. The good news is I have started contributing money to my Roth IRAs again and hopefully taking advantage of what I am considering …
Read MoreRetirement Nestegg Report - October 2012
Well this month was a rough one and my investment performance trailed the SP500 and my individual stocks got crushed by the market this month. Many of my large holding had rough earnings seasons and …
Read MoreRetirement Nestegg Report - September 2012
Another good month for my retirement nestegg - another all-time new high and another month of outperforming the SP500. I will soon start making contributions for my Roth IRA accounts for this year and …
Read MoreRetirement Nestegg Report - August 2012
Well I got back some of the performance losses from last month and my retirement nestegg hit a new all-time high. My whole financial situation is still sort on hold as we look to buy some land so I am …
Read MoreRetirement Nestegg Report - July 2012
Well a pretty boring month overall for my nestegg, but what has to be one my worst months ever as far as investment performance vs the SP500. A number of my individual stocks got hit pretty hard this …
Read MoreRetirement Nestegg Report - June 2012
Traditional Rollover IRA – $16,083.72 (+0.90%) My Roth IRA – $54,310.82 (+1.71%) Wife Roth IRA – $28,788.40 (+3.09%) Traditional 401k – $107,748.14 (+3.93%) Roth/Traditional % = 40.16% (tax free) …
Read MoreRetirement Nestegg Report - May 2012
Well this was an exciting month and pretty good timing for me as with all of my recent contributions I have a good chunk of money to throw into individual stocks and went through most of the $10k I …
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