MFJ
My Financial Journey
Est. 2005
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January 1, 2014 2 min read General Investing

My Investment Holdings - January 2014

Well unlike other years there has been some change in my investment holdings not necessarily what I am invested in, but as I have grown more confident in my stock picking ability (scary thing) I have …

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January 1, 2014 2 min read Financial Reports General

Retirement Nestegg Report - December 2013

Wow another year has already passed and this sure was one of the most exciting years for my retirement nestegg growth. My retirement nestegg grew 62% in 2013 or $140,370.78!! If you take out my …

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December 1, 2013 1 min read Financial Reports General

Retirement Nestegg Report - November 2013

As usual another new high and another significant out performance by my investments of the SP500 index. This really cannot go on forever as I’ve had many years worth of gains just this year …

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November 1, 2013 1 min read Financial Reports General

Retirement Nestegg Report - October 2013

Well I sound like a broken record - another great month for my retirement nestegg report and another great month for investment outperformance of the SP500. Seriously this cannot go on forever and I …

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October 1, 2013 1 min read Financial Reports General

Retirement Nestegg Report - September 2013

Well another great month of retirement nestegg growth and another great month of market outperformance by my investments. My nestegg had over $16,000 just in investment gains this month which I think …

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September 3, 2013 2 min read Financial Reports General

Retirement Nestegg Report - August 2013

Well another nice little bump in my retirement nestegg this month and what has to be my best investment performance ever versus the SP 500. I outperformed the market by over 4% this month and my …

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August 1, 2013 1 min read Financial Reports General

Retirement Nestegg Report - July 2013

Well another great month for my retirement nestegg. I broke through the $300k mark and my investment performance was stellar on top of the already great market return this month. Compound interest FTW …

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July 12, 2013 2 min read Financial Reports General Goals

Interim Retirement Nestegg Report – I broke $300,000

Taxable Account - $2,022.45 Traditional Rollover IRA – $21,071.82 My Roth IRA – $80,604.97 Wife Roth IRA – $46,118.18 149,817.42 Traditional 401k – $152,115.57 Total Retirement Nestegg - $301,932.99 …

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July 1, 2013 2 min read Financial Reports General

Retirement Nestegg Report - June 2013

Well after last month’s huge increase gave a little bit back this month. Overall I trailed the market, but my individual stocks beat the market again this month. Not sure how my 401k did so bad …

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June 8, 2013 2 min read Financial Reports General

Retirement Nestegg Report - May 2013

Well pretty sure this month set all time records for biggest increase dollars and percent and out-performance of the SP500. Set an all-time high for my retirement nestegg and am coming very close to …

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May 1, 2013 1 min read Financial Reports General

Retirement Nestegg Report - April 2013

Well another very good month for my retirement and a great month for my investments as they all soundly beat the market and my nestegg is getting closer to the $300k milestone. Was less than a year …

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March 30, 2013 2 min read Financial Reports General

Retirement Nestegg Report - March 2013

Well another new record for my nestegg. The stock market sure is on a roll lately and my nestegg reflects that. Unfortunately I lose to the SP500 this month, but I have beat it in three of the last …

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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
  • Start investing NOW!
  • Save for tomorrow but live today
  • True cost of owning a home
  • Get Rich!! Play the Lottery
  • You can't time the market
  • I don't get gas prices

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