Retirement Nestegg Report March 2017
Another record high for me this month and despite very flat performance by the market as a whole, but my individual stock performance greatly exceeded the market this month, which is good because …
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Retirement Nestegg Report February 2017
Taxable Account- $45,034.40 (+0.66%) Private Stock $60,000 (+0.00%) Traditional Rollover IRA - $28,980.84 (+2.24%) My Roth IRA – $163,891.10 (+3.12%) Wife Roth IRA – $92,566.97 (+3.07%) Traditional …
Read MoreRetirement Nestegg Report January 2017
Well another new year and another new high for my nestegg and the best part is this time it was actually my portfolio doing the work. My investments soundly trounced the market this month after …
Read MoreInterim Retirement Nestegg Report - I broke $700,000
Well this is more like it. Only 5 months after surpassing the $600k mark I have now surpassed the $700k mark. Part of this is cheating due to the fact that I now include some private stock that was …
Read MoreMy Best and Worst Stocks In 2016
Here are my best performing stocks for 2016. As with my portfolio in general no real fireworks this year. No individual stock doubled this year and in general my bigger winners were smaller positions …
Read MoreMy All Time Investment Performance January 2017
Continuing on my tradition from previous year’s I have calculated my cumulative investment returns from 2006 until now against the SP500. As I mentioned in recent posts 2016 was a very …
Read MoreMy Investment Holdings January 2017
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 2016
Overall a pretty disappointing year for my Retirement Nestegg. My investments greatly underperformed the market and the market was up a nice amount this year. Overall this is an anomaly based on my …
Read MoreRetirement Nestegg Report November 2016
Well another all-time high for my nestegg, but another month of disappointing performance by my individual stock holdings. Overall this year my stocks have trailed the market quite significantly in …
Read MoreRetirement Nestegg Report October 2016
Taxable Account- $41,179.18 (-5.75%) Private Stock $60,000 (+0.00%) Traditional Rollover IRA - $28,325.27 (-8.74%) My Roth IRA – $145,046.18 (-1.68%) Wife Roth IRA – $82,327.47 (+0.89%) Traditional …
Read MoreRetirement Nestegg Report September 2016
Taxable Account- $43,689.79 (-3.71%) Private Stock $60,000 (+0.00%) Traditional Rollover IRA - $31,038.00 (-3.99%) My Roth IRA – $147,529.06 (-1.26%) Wife Roth IRA – $81,598.29 (-1.29%) Traditional …
Read MoreFinancial Goal Checkup: My very own basketball court
About 9 years ago I posted a kind of an unique financial goal on this blog - I wanted my very own full court basketball court. In roughly 5 years time I want to have enough money put away so that I …
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