Retirement Nestegg Report December 2017
Well 2017 sure was a banner year for my nestegg. It grew by over $187,000 this year and $156,000 of that were investment gains. It is very likely my portfolio brought in more wealth than our day to …
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Retirement Nestegg Report November 2017
Another all time high for my nestegg and I honestly don’t know what else to say as this is a broken record every month. Big numbers keep getting bigger. Big numbers are fun. Taxable Account- …
Read MoreRetirement 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 …
Read MoreRetirement 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 …
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