Retirement Nestegg Report December 2016
Overall a pretty disappointing year for my Retirement Nestegg. My investments greatly underperformed the market and the market was up a nice amount this year. Overall this is an anomaly based on my …
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Retirement Nestegg Report November 2016
Well another all-time high for my nestegg, but another month of disappointing performance by my individual stock holdings. Overall this year my stocks have trailed the market quite significantly in …
Read MoreRetirement Nestegg Report October 2016
Taxable Account- $41,179.18 (-5.75%) Private Stock $60,000 (+0.00%) Traditional Rollover IRA - $28,325.27 (-8.74%) My Roth IRA – $145,046.18 (-1.68%) Wife Roth IRA – $82,327.47 (+0.89%) Traditional …
Read MoreRetirement Nestegg Report September 2016
Taxable Account- $43,689.79 (-3.71%) Private Stock $60,000 (+0.00%) Traditional Rollover IRA - $31,038.00 (-3.99%) My Roth IRA – $147,529.06 (-1.26%) Wife Roth IRA – $81,598.29 (-1.29%) Traditional …
Read MoreRetirement Nestegg Report August 2016
Well another all-time high for my retirement nestegg and some slight out-performance by my investments. I also broke through the $600,000 mark in the middle of last month One thing new this month is …
Read MoreInterim Retirement Nestegg Report - I broke $600,000
Today I officially broke through the $600,000 barrier for the first time in my life. It actually took me 16 months to add another $100k onto my retirement nestegg which is longer than it took me to go …
Read MoreRetirement Nestegg Report - July 2016
Another all-time high for my nestegg and some out performance by my investments of the SP500 index. Overall a good month and I’m getting close to another milestone as I approach the $600k mark - …
Read MoreRetirement Nestegg Report - June 2016
Well kind of a mixed month for me. The good news is that my retirement nestegg is at an all-time high, the bad news is that my investments under performed the market quite a bit this month and this …
Read MoreRetirement Nestegg Report - May 2016
Well not a super great month for my investment performance, but did get some overall growth. One item that caught my eye was that in the first 5 months of the year I have contributed nearly $32,000 to …
Read MoreRetirement Nestegg Report - April 2016
Taxable Account- $20,366.02 (+1.02%) Traditional Rollover IRA - $29,574.73 (-5.11%) My Roth IRA – $141,085.04 (-2.20%) Wife Roth IRA – $77,048.21 (-1.31%) Traditional 401k – $262,576.57 (+1.87%) …
Read MoreRetirement Nestegg Report - March 2016
Well a pretty good month for my retirement nestegg. It grew by about $46,000 in one month which is nice. I had the benefit of having over $8k in contributions to my 401k due to receiving a bonus at …
Read MoreRetirement Nestegg Report - February 2016
Taxable Account- $17,432.54 (-10.30%) Traditional Rollover IRA - $30,722.07 (+3.38%) My Roth IRA – $135,692.92 (+1.86%) Wife Roth IRA – $73,732.62 (+0.35%) Traditional 401k – $228,140.00 (+1.02%) …
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