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 alone....
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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...
View ArticleRetirement Nestegg Report – January 2014
Well I we started out 2014 with a down month for the market and to be honest that kind of excites me. Again I am young and am contributing so a bad market benefits me tremendously. Also as you can see...
View ArticleRetirement Nestegg Report – February 2014
Well another great month for the stock market and another great month for my retirement nestegg. Once again my investments outperformed the SP 500 and my retirement nestegg is inching up on $400,000 –...
View ArticleInterum Retirement Nestegg Report – I broke $400,000
Well I never in my wildest dreams would have thought I’d be writing this post so soon, but today my retirement nestegg topped $400,000 today. It was less than 9 months ago that I broke $300,000 and...
View ArticleRetirement Nestegg Report – March 2014
Well I guess things can’t keep going up forever and I can’t destroy the SP500 every single month. After breaking $400k for the first time earlier this month my portfolio took a little dip backwards and...
View ArticleRetirement Nestegg Report – April 2014
Ouch a very rough month for my retirement nestegg and for the 2nd month in a row my portfolio badly underperformed the SP500. To top it off I also finally made a land purchase so $131,000 came out of...
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Retirement Nestegg Report – May 2014
Well nothing too exciting this month – I gained some of the lost ground to the SP500 the last few months and I made $4000 in contributions to our Roth IRA accounts. The good news is I didn’t have any...
View ArticleRetirement Nestegg Report – June 2014
Well a pretty good month for me. My investments crushed the SP 500 index and my retirement nestegg grew by almost $25k in just one month which I think is a record for me and is more than my retirement...
View ArticleRetirement Nestegg Report – July 2014
Taxable Account – $5,828.28(+6.15%) Traditional Rollover IRA – $32,215.25 (-7.11%) My Roth IRA – $110,364.18 (-1.51%) Wife Roth IRA – $62,098.14 (-0.23%) Traditional 401k – $194,298.56 (-1.90%)...
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Retirement Nestegg Report – August 2014
Well another new all time high for my retirement nestegg and good performance by my portfolio. It’s amazing the growth of my nestegg the last few years and this has been an amazing time to have a good...
View ArticleRetirement Nestegg Report – September 2014
Well this month my nestegg shrunk and my investments under performed the SP500 index. I have a few more contributions to make to max out my wife’s Roth IRA and then I am going to start working on...
View ArticleRetirement Nestegg Report – October 2014
Our nestegg grew this month slightly but our investments trailed the SP500 significantly for the 2nd straight month. Well I have now maxed out both my wife and my Roth IRAs for 2014. We will now focus...
View ArticleRetirement Nestegg Report – November 2014
Another all time high for my retirement nestegg and my investments outperformed the SP500 index this month. In addition I have finally bumped up my 401k contribution starting this month to due a little...
View ArticleRetirement Nestegg Report – December 2014
Well another close to another year and more nestegg growth – though not quite as spectacular as 2013. Overall my investment performance trailed the SP500 slightly this year, but after last year’s...
View ArticleRetirement Nestegg Report – January 2015
Well another all-time high and I finally put some good distance between the SP500 and myself when it comes to peformance. Last year I trailed the SP500 by 2.5-3.5% and this month I made up a lot of...
View ArticleRetirement Nestegg Report – March 2015
Another big contribution month for my 401k due to company bonuses getting paid out this month. Overall a pretty boring month – no $40k swings or anything like that – though I expect/hope there will be...
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Interim Retirement Nestegg Report – I broke $500,000
Well it took a little longer than last time, but compound interest is still working its magic with my retirement nestegg. Today I officially broke through the $500,000 mark for the first time. This...
View ArticleRetirement Nestegg Report – April 2015
Another month another report – not much to say this month. Slight outperformance of the market and some small growth of my nestegg. Taxable Account – $18,280.5 (+14.04%) Traditional Rollover IRA –...
View ArticleRetirement Nestegg Report – June 2015
Well despite the market being down over 2% last month my retirement nestegg still grew by a few thousand dollars thanks to some pretty extreme out performance by my individual stock investments. My...
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