MFJ
My Financial Journey
Est. 2005
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August 3, 2014 1 min read Financial Reports General

Retirement 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%) …

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July 1, 2014 1 min read Financial Reports General

Retirement 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 …

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June 2, 2014 1 min read Financial Reports General

Retirement 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 …

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May 1, 2014 3 min read Financial Reports General

Retirement 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 …

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April 2, 2014 2 min read Financial Reports General

Retirement 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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March 5, 2014 1 min read Financial Reports General

Interim Retirement Nestegg Report - I broke $400,000

Well I never in my wildest dreams would have thought I’d be writing this post so soon, but today my retirement nestegg topped $400,000 today. It was less than 9 months ago that I broke $300,000 …

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March 1, 2014 1 min read Financial Reports General

Retirement Nestegg Report - February 2014

Well another great month for the stock market and another great month for my retirement nestegg. Once again my investments outperformed the SP 500 and my retirement nestegg is inching up on $400,000 - …

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February 3, 2014 5 min read Financial Independence General Goals Retirement Planning

What am I saving money for?

This seems like kind of a horse after the cart type of moment, but I’ve more recently started to wonder what I am saving all of this money for. My retirement nestegg has grown exponentially and …

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February 3, 2014 2 min read Financial Reports General

Retirement Nestegg Report - January 2014

Well I we started out 2014 with a down month for the market and to be honest that kind of excites me. Again I am young and am contributing so a bad market benefits me tremendously. Also as you can see …

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January 13, 2014 3 min read General Goals

Whoops I saved another $100,000 and didn't even try

Probably one of the more popular things I’ve done on this blog was set the goal of having saved $100,000 in retirement accounts by the time I hit 30. I ended up falling just short of that goal, …

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January 1, 2014 2 min read General Investing

My all-time investment performance January 2014

I figured this is something I should be doing now that I have enough history to take a look at my investment performance over the long term versus the market. Since I have made the decision to invest …

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January 1, 2014 3 min read General Insurance

My best and worst stocks in 2013

Here are my top 13 stocks in 2013 Netflix (NFLX) +312.14% Tesla Motors (TSLA) +300.00% (bought in Jan 29) 3D Systems (DDD) +172.91% Buffalo Wild Wings (BWLD) +104.60% BIDU 89.03% (bought May 10) …

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About Me

I'm a twenty thirty forty something year old father of one two three four five who has been documenting his path to financial freedom since 2005.

Goals

$1,000,000 by age 40 Achieved
Completed August 2019
$100,000 by age 30 Achieved
Completed August 2009

Favorite Posts

  • Holy Crap I'm 30
  • Holy Crap I'm 40
  • Advice to a 26 year old MFJ
  • Reasons not to save for Retirement
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  • True cost of owning a home
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