Retirement Nestegg Report - December 2010
Well the end to another exciting year for my retirement nestegg. I don’t listen very often, but whenever I do turn on a tv or a radio I hear about how horrible the economy is and how bad the …
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My Financial Journey - 5 year anniversary
Wow - I can’t believe its already been five years since I started this blog. It really seems like its only been a year or two but looking back at where I started and where I am today its pretty …
Read MoreRetirement Nestegg Report - November 2010 (My First Ten Bagger)
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 …
Read MoreRetirement Nestegg Report - October 2010
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 …
Read MoreTen Baggers and Spiffy Pops
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 …
Read MoreRetirement Nestegg Report - September 2010
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 …
Read MoreRetirement Nestegg Report - August 2010
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 …
Read MoreRetirement Nestegg Report - July 2010
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%) …
Read MoreRetirement Nestegg Report - June 2010
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 …
Read MoreRetirement Nestegg Report - May 2010
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 …
Read MoreRetirement Nestegg Report - April 2010
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 …
Read MoreMy Top 15 Holdings - March 2010
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 …
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