Retirement Nestegg - February 2015
Well another all-time high by a long shot this month. My nestegg increased by almost $39k this month! This was in part by crazy strong returns for the stock market and the fact that I also contributed …
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Retirement Nestegg Report - January 2015
Well another all-time high and I finally put some good distance between the SP500 and myself when it comes to peformance. Last year I trailed the SP500 by 2.5-3.5% and this month I made up a lot of …
Read MoreRetirement Nestegg Report - December 2014
Well another close to another year and more nestegg growth - though not quite as spectacular as 2013. Overall my investment performance trailed the SP500 slightly this year, but after last …
Read MoreRetirement Nestegg Report - November 2014
Another all time high for my retirement nestegg and my investments outperformed the SP500 index this month. In addition I have finally bumped up my 401k contribution starting this month to due a …
Read MoreRetirement Nestegg Report - October 2014
Our nestegg grew this month slightly but our investments trailed the SP500 significantly for the 2nd straight month. Well I have now maxed out both my wife and my Roth IRAs for 2014. We will now focus …
Read MoreRetirement Nestegg Report - September 2014
Well this month my nestegg shrunk and my investments under performed the SP500 index. I have a few more contributions to make to max out my wife’s Roth IRA and then I am going to start working …
Read MoreRetirement Nestegg Report - August 2014
Well another new all time high for my retirement nestegg and good performance by my portfolio. It’s amazing the growth of my nestegg the last few years and this has been an amazing time to have …
Read MoreRetirement Nestegg Report - July 2014
Taxable Account - $5,828.28(+6.15%) Traditional Rollover IRA – $32,215.25 (-7.11%) My Roth IRA – $110,364.18 (-1.51%) Wife Roth IRA – $62,098.14 (-0.23%) Traditional 401k – $194,298.56 (-1.90%) …
Read MoreRetirement Nestegg Report - June 2014
Well a pretty good month for me. My investments crushed the SP 500 index and my retirement nestegg grew by almost $25k in just one month which I think is a record for me and is more than my retirement …
Read MoreRetirement Nestegg Report - May 2014
Well nothing too exciting this month - I gained some of the lost ground to the SP500 the last few months and I made $4000 in contributions to our Roth IRA accounts. The good news is I didn’t …
Read MoreRetirement Nestegg Report - April 2014
Ouch a very rough month for my retirement nestegg and for the 2nd month in a row my portfolio badly underperformed the SP500. To top it off I also finally made a land purchase so $131,000 came out of …
Read MoreRetirement Nestegg Report - March 2014
Well I guess things can’t keep going up forever and I can’t destroy the SP500 every single month. After breaking $400k for the first time earlier this month my portfolio took a little dip …
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