Retirement Nestegg Report March 2019
Small growth in my retirement nestegg and some slightly less than stellar investment performance - especially in my 401k which seems strange given I’m in index funds there for most part. I got a …
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Retirement Nestegg Report February 2019
Another strong month for my retirement nestegg and performance of my investments with my nestegg getting close to setting new all time highs. Taxable Account- $58,750.59 (+4.45%) Private Stock $67,500 …
Read MoreRetirement Nestegg Report January 2019
Well the last three Januarys have been pretty good to the retirement nestegg. My portfolio all of the losses from December and bounced back up into 7 figures. Taxable Account- $56,249.81 (+3.22%) …
Read MoreMY ALL TIME INVESTMENT PERFORMANCE JANUARY 2019
MFJ Returns By Year Year SP500 MFJ Nestegg MFJ Stocks 2006 15.79% 14.37% 14.20% 2007 5.49% 5.50% 7.25% 2008 -37.00% -47.98% -37.00% 2009 24.46% 32.75% 35.78% 2010 15.06% 24.60% 36.94% 2011 2.11% …
Read MoreMY BEST AND WORST STOCKS IN 2018
While my individual stocks did not have as many high flyers at last year they actually had one of their best performances in history with 16 of my 22 individual stocks outperforming the market. I did …
Read MoreMY INVESTMENT HOLDINGS JANUARY 2018
In annual tradition I will list all of my current investments. These really do not change significantly from year to year as I don’t do a lot of buying and selling and well now as my portfolio has …
Read MoreRetirement Nestegg Report December 2018
Well a sort of rollercoaster month to finish off a rollercoaster year for my nestegg. At one point I was down well over $100,000 from last months report and finished the month down $85,000. Similarly …
Read MoreRetirement Nestegg Report November 2018
Nothing too exciting this month other than getting the other comma back. Taxable Account- $59,408.30 (+4.79%) Private Stock $66,900 (+0.00%) Traditional Rollover IRA - $34,152.12 (+8.72%) My Roth IRA …
Read MoreRetirement Nestegg Report October 2018
Well my nestegg fell about $60,000 this month, but my investments outperformed the market. While it was a pretty big drop for the SP500 of almost 7% and my nestegg fell over 5.5% this is really …
Read MoreRetirement Nestegg Report September 2018
Well not a great month for my nestegg as it fell over 2%. Most of this was driven by the large drop in Tesla stock on the last day of the month. In other news news I approached my employer about not …
Read MoreMFJ Interview
Andy over at Marriage Kids and Money did an interview with me this last week as part of his 30-something millionaire series. You can read the interview here …
Read MoreRetirement Nestegg Report August 2018
Another all time new high for my retirement nestegg as it increased in value $60k this month and my investments bounced back to significantly outperform the markets already strong returns. I also had …
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