Well another really good month for my Retirement Nestegg - my investments crushed the market again and I got to celebrate my first 10 bagger with Netflix. I purchased Netflix at 19.72 on June 22, 2007 …
Just a quick update this month. Highlights are that I broke $150,000 for the first time and my investment performance trailed the SP500 this month - but I’m cool with that as last month I …
The investing great Peter Lynch in his book One up on Wallstreet tried to correlate investing success to baseball by referring to successful stocks as “baggers”
Here is the definition of a …
Well another really good month for both my retirement nestegg and for my individual investment performance. My individual stock portfolio outperformed the SP500 by over 5.5% this month. It’s …
Well the market was down 4.5% this month and while I don’t really care about month to month fluctuations it was very nice to see that my nestegg was only down 2% this month. I am very glad I …
Here is my monthly nestegg report.
Traditional Rollover IRA – $11,377.09 (+5.42%)
My Roth IRA – $35,095.10 (+5.61%)
Wife Roth IRA – $19,764.27 (+5.80%)
Current Traditional 401k – $65,220.90 (+9.30%) …
Well things are headed down again and I have to admit I am sort of hooked back into the market and have been doing a lot of research on possible investments again. Funny if you read my posts from the …
Well another volatile month for the stock market and I think I read somewhere that this was the worst May for the stock market since 1962. This is good news for young people like me as long as we can …
Traditional Rollover IRA - $11,906.58 (-1.03%)
My Roth IRA - $36,947.37 (+4.14%)
Wife Roth IRA - $20,901.23 (+7.81%)
Current Traditional 401k - $67,360.15 (+2.73%)
Roth/Traditional % = 42.19 % (tax …
I’ve never really discussed any of the investments that I have before, but on occasion I do get asked what I am invested in and thought this might be useful for me as a learning tool as I look …
I am actually kind of stunned at how fast my nest egg has been growing of late. It wasn’t too long ago I just passed $100k and now I’m 1/3rd of the way to $200k. In fact just 13 months ago …
Another strong month this month. Part of this is due to the fact that my company put in their year end 5.5% contribution into my 401k (this is on top of the 4% they match with each paycheck). I also …