Retirement Nestegg Report September 2019
Overall a pretty flat month for my retirement nestegg and a pretty bad month for my individual stock performance. My individual stocks now trail the market for the first time this year. Overall I …
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Retirement Nestegg Report August 2019
I’ll save the commentary for an upcoming holy crap I’m 40 post, but overall slight decrease in the nestegg and zero care in the world by me as I was busy not working and spending time with …
Read MoreRetirement Nestegg Report June 2019
Well this month basically reversed last months drop and I’m basically back to where I was at the end of April. My 401k contributions have been dialed back as I will be taking most of the summer …
Read MoreRetirement Nestegg Report May 2019
Well a little bit of a rough month for my retirement nestegg as it decreased nearly $80,000 this month. I feel pretty good about the fact that my nestegg is big enough to lose $80,000 in a single …
Read MoreRetirment Nestegg Report April 2019
Another all-time high, but subpar performance by my individual stocks this month probably primarily due to Tesla. My 401k is now within spitting distance of $500k which is kind of neat as it’s …
Read MoreInterim Retirement Nestegg Report $1.1M
Well it took a bit longer to hit this milestone than maybe I expected. In fact it this was the longest between 100k milestones since I went from $500k to 600k. At this point in my nest egg’s …
Read MoreRetirement Nestegg Report March 2019
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 …
Read MoreRetirement Nestegg Report February 2019
Another strong month for my retirement nestegg and performance of my investments with my nestegg getting close to setting new all time highs. Taxable Account- $58,750.59 (+4.45%) Private Stock $67,500 …
Read MoreRetirement Nestegg Report January 2019
Well the last three Januarys have been pretty good to the retirement nestegg. My portfolio all of the losses from December and bounced back up into 7 figures. Taxable Account- $56,249.81 (+3.22%) …
Read MoreRetirement Nestegg Report December 2018
Well a sort of rollercoaster month to finish off a rollercoaster year for my nestegg. At one point I was down well over $100,000 from last months report and finished the month down $85,000. Similarly …
Read MoreRetirement 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 …
Read MoreRetirement Nestegg Report October 2018
Well my nestegg fell about $60,000 this month, but my investments outperformed the market. While it was a pretty big drop for the SP500 of almost 7% and my nestegg fell over 5.5% this is really …
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