Retirement Nestegg Report October 2017
Another month and another all-time high. Starting to sound like a broken record. My actual investment performance hasn’t been too hot the last few months, but I’ve still added $30,000 to …
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Retirement Nestegg Report September 2017
Not a great month for my investing performance, but another all-time new high for my retirement nestegg report. As I mentioned in my last report my wife is now working so not only do we have two …
Read MoreRetirement Nestegg Report August 2017
Well a pretty boring month for my nestegg but a pretty exciting month for me overall. My family and I took a 2 week out West to see some national parks and the eclipse and it was a pretty amazing …
Read MoreRetirement Nestegg Report July 2017
My retirement nestegg grew very modestly this month and my investments greatly under performed the market as a whole, especially my individual stocks. This will certainly happen as my portfolio has …
Read MoreRetirement Nestegg Report June 2017
Well for the first time since last October my retirement nestegg didn’t grow for a month and my investments especially my individual stocks under performed the market for a month. This has been …
Read MoreInterim Retirement Nestegg Report - I broke $800,000
Well another 5 months and another $100,000 added to my retirement nestegg. To be honest I’m a little dumbfounded how fast my nestegg is growing and the best part is it is almost entirely by …
Read MoreRetirement Nestegg Report May 2017
Starting to sound like a broken record, but another month of all time nestegg highs and another month of investment performance that greatly exceeded the market. Obviously this can’t go on …
Read MoreRetirement Nestegg Report April 2017
Well another record setting month for my retirement nestegg. An all-time new high that is almost $30,000 higher than last month’s total. My portfolio performance greatly outperformed the market …
Read MoreRetirement Nestegg Report March 2017
Another record high for me this month and despite very flat performance by the market as a whole, but my individual stock performance greatly exceeded the market this month, which is good because …
Read MoreRetirement Nestegg Report February 2017
Taxable Account- $45,034.40 (+0.66%) Private Stock $60,000 (+0.00%) Traditional Rollover IRA - $28,980.84 (+2.24%) My Roth IRA – $163,891.10 (+3.12%) Wife Roth IRA – $92,566.97 (+3.07%) Traditional …
Read MoreRetirement Nestegg Report January 2017
Well another new year and another new high for my nestegg and the best part is this time it was actually my portfolio doing the work. My investments soundly trounced the market this month after …
Read MoreInterim Retirement Nestegg Report - I broke $700,000
Well this is more like it. Only 5 months after surpassing the $600k mark I have now surpassed the $700k mark. Part of this is cheating due to the fact that I now include some private stock that was …
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