Fri 1 Jun 2007
Heh - another great month for my retirement nest egg. Up over 7% this month and creeping up on the $60,000 mark. It’s amazing how fast your accounts grow when you make regular contributions and just let the magic of the stock market do its thing. It’s been an amazingly long run of stellar stock market returns. In fact I think the last 5 years have been one of the longest consistent bull runs ever. Guess that means odds of things heading south for a bit are slightly higher.
Also sorry for my lack of posting lately. Same thing happened last year and this time of year I just have so much outside of work going on that I sort of put financials and computer time on the back burner for golf, trips up north, softball, chasing kids outside, etc. That and I’m tricking myself into thinking I am going to get back into shape and lose a few pounds (I’ll likely do about 8 pushups 2 days in a row and go back to my normal schedule). I’m not giving up on this blog and will at an absolute minimum update my financial reports each month and throw a post or two in. Things will pick back up in the fall and by the time winter hits I’ll likely be posting close to every day again. Anyway here are the numbers.
My Roth IRA - $12,306.13 (+10.45%)
Wife Roth IRA - $15,171.08 (+2.54%)
Old Employer Traditional 401K - $12,924.08 (+3.84%)
Old Employer Roth 401K - $14,062.50 (+3.97%)
Current Traditional 401k - $4,572.97 (+43.08%)
Roth/Traditional % = 70.36% (tax free)
Total Retirement Nest Egg $59,037.06 (+7.14%)
Related Posts
- Retirement Nestegg Report - December 2007
- Retirement Nestegg Report - November 2007
- Retirement NestEgg Report - September 2007
- July 2006 - Retirement Nestegg Report
- Feb 2006 - Retirement NestEgg Report



June 4th, 2007 at 3:54 pm
7.14% Nice! I just had a little over 6% increase this month.
June 4th, 2007 at 4:08 pm
Excellent! My growth this month was less - I was unable to save as much as I would have liked. Still up $5,500 though
June 7th, 2007 at 10:04 pm
Just started tracking my savings this month, so I’ll have an update next month
But, good job anyways… 7.14% in one month is quite Nice
June 20th, 2007 at 9:12 pm
Man…7% in one month? Does that include your contributions or is that flat out 7% increase in funds in there last month? What was your big gainer if you dont mind me asking…
June 20th, 2007 at 9:35 pm
It does include contributions maybe about 2.5% of that, but I did have some big gains. Biggest gainer was probably CDW with the buyout announcement, it was by far my biggest individual stock holding.
June 20th, 2007 at 10:05 pm
Very cool..Thats a great month…I hope I can put together one of those…
July 11th, 2007 at 4:51 pm
My fist visit; congratulations on your saving and investing process. I read your May comment about the long-running bull. Please stop by my blog for a weekly status on our primary trend. My objective (nothing for sale) is to help people stay invested through uncertainty but to get out of the killer avalanche when the market finally rolls over. If you stop by, please leave a comment and tell me what you think. Thanks.
July 11th, 2007 at 5:54 pm
Thanks Andy - but I’m a pretty strong advocate against trying to time the market as well it’s impossible and I’ll welcome a killer avalanche anytime as I’m in it for the long-term and wouldn’t mind buying stocks at cheaper prices.