387 posts
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 MoreI’ll admit it I have become comfortable when it comes to personal finance. I did a lot of research and hard work when I was in my 20s. I soaked up all of the personal finance information I …
Read MoreContinuing on my tradition from last year I have calculated my cumulative investment returns from 2006 until now against the SP500. The good news is that I am still pretty handily beating the SP500, …
Read MoreHere are my top stock performers for 2014. BJ’s Restaurant (BJRI) 61.92% Ambarella (AMBA) 59.05% Under Armour (UA) 57.93% Tesla Motors (TSLA) 47.17% Intuitive Surgical (ISRG) 39.20% Apple Inc (AAPL) …
Read MoreIn annual tradition I will list all of my investments in my retirement nestegg. In general these do not change much from year to year and I can say as much about this year. Most of the changes are due …
Read MoreWell 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 MoreAnother 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 MoreOur 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 MoreWell 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 MoreWell 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 MoreTaxable 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 MoreWell 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 More