MFJ
My Financial Journey
Est. 2005
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March 1, 2013 2 min read Financial Reports General

Retirement Nestegg Report - February 2013

Well another month another all-time high and another milestone reached. My retirement nestegg is now worth over a quarter of a million dollars. It’s great to see the power of compound interest …

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February 1, 2013 2 min read Financial Reports General

Retirement Nestegg Report - January 2013

Well 2013 is off with a bang. The SP 500 gained over 5% this month alone and my investments actually did a little bit better than that (thank you Netflix). My retirement nestegg also hit an all-time …

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January 4, 2013 3 min read General Investing

My best and worst stocks in 2012

Here are my top 10 stocks for 2012 IPG Photonics (IPGP) +96.78% 3D Systems (DDD) +90.40% (bought in April) Lululemon Athletica (LULU) +63.37% Stratasys (SSYS) +62.94% (bought in April) Amazon (AMZN) …

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January 3, 2013 2 min read General Investing

My Investment Holdings - January 2013

Well not a whole lot of change since last year. I did do some reshuffling in my 401k moving most of my funds to a Vanguard target retirement fund. As far as my stocks I haven’t really made any …

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January 1, 2013 2 min read Financial Reports General

Retirement Nestegg Report - December 2012

Well always fun to end the year with all-time new high for my retirement nestegg. 2012 was a big year for my retirement account. I broke 200,000 for the first time, I started contributing to my Roth …

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December 1, 2012 1 min read Financial Reports General

Retirement Nestegg Report - November 2012

Going through a bit of a dry spell with regards to my investments. The good news is I have started contributing money to my Roth IRAs again and hopefully taking advantage of what I am considering …

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November 1, 2012 2 min read Financial Reports General

Retirement Nestegg Report - October 2012

Well this month was a rough one and my investment performance trailed the SP500 and my individual stocks got crushed by the market this month. Many of my large holding had rough earnings seasons and …

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October 1, 2012 1 min read Financial Reports General

Retirement Nestegg Report - September 2012

Another good month for my retirement nestegg - another all-time new high and another month of outperforming the SP500. I will soon start making contributions for my Roth IRA accounts for this year and …

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September 4, 2012 2 min read Financial Reports General

Retirement Nestegg Report - August 2012

Well I got back some of the performance losses from last month and my retirement nestegg hit a new all-time high. My whole financial situation is still sort on hold as we look to buy some land so I am …

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August 1, 2012 2 min read Financial Reports General

Retirement Nestegg Report - July 2012

Well a pretty boring month overall for my nestegg, but what has to be one my worst months ever as far as investment performance vs the SP500. A number of my individual stocks got hit pretty hard this …

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July 2, 2012 1 min read Financial Reports General

Retirement Nestegg Report - June 2012

Traditional Rollover IRA – $16,083.72 (+0.90%) My Roth IRA – $54,310.82 (+1.71%) Wife Roth IRA – $28,788.40 (+3.09%) Traditional 401k – $107,748.14 (+3.93%) Roth/Traditional % = 40.16% (tax free) …

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June 1, 2012 2 min read Financial Reports General

Retirement Nestegg Report - May 2012

Well this was an exciting month and pretty good timing for me as with all of my recent contributions I have a good chunk of money to throw into individual stocks and went through most of the $10k I …

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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
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  • 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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