$212,956.29 | September Net Worth Update

Hey guys! I’ve got another monthly net worth update for you. Spoiler: I’ve broken the $200k mark for the first time! Let’s take a look at my monthly net worth status updates since I started writing about it in March. March 2021: $162,239 April 2021: $181,250 May 2021: $183,791 June 2021: $190,804 July 2021: $197,184Continue reading “$212,956.29 | September Net Worth Update”

$54,947.72 | Preparing for Next Year

Hey guys, Coming back at ya today with another portfolio update. The market has been wonderful lately – there seems to be no top in sight with the S&P rising almost another percentage point today. My Roth IRA is no exception! I’m pushing $55,000 for the first time all year. Let’s see how my portfolioContinue reading “$54,947.72 | Preparing for Next Year”

$54,125.61 | All-Time Highs

Hey guys, I’m back in action! My wedding was last weekend and I’ve been SO busy with wedding planning, the wedding itself and all of the thing we need to do after. I’m not writing to you on our honeymoon, but we’ve got a week set aside for a break in mid-September. I’m happy toContinue reading “$54,125.61 | All-Time Highs”

$199,983 | August Net Worth Update

What’s up guys! I’ve got another monthly net worth update for you. Despite my best efforts this month, my net worth actually went up again (haha). Check out my previous monthly net worth posts if you’d like to learn more about my journey. March 2021: $162,239 April 2021: $181,250 May 2021: $183,791 June 2021: $190,804Continue reading “$199,983 | August Net Worth Update”

$53,203.01 | Opportunity Cost

Hey guys! I’ve got a Roth IRA portfolio update for you. It’s been a few weeks since I’ve posted, but that doesn’t mean I haven’t obsessively checked my portfolio every day for the last two weeks. Finance nerd problems.. My portfolio has lagged the market and I’m still a little behind, but I’ve got untilContinue reading “$53,203.01 | Opportunity Cost”

$52,393.67 | Envision the Future

Hey guys. I’ve got another Roth IRA portfolio update. The last few weeks have been a bit rough for my portfolio compared to the market. I’ve got an overweight position in financials, and my financial stocks have underperformed the S&P because of the macro environment of bond yields remaining low. Banks earn a lot ofContinue reading “$52,393.67 | Envision the Future”

$52,966.79 | Reflecting on Portfolio Strategy

Hey guys! I bring you some good news – my Roth IRA account balance is the highest that it’s ever been. The market has been on an absolute tear lately, and my overall holdings have jumped to almost $53,000. So what does this mean for my portfolio vs. how the market is doing? Let’s takeContinue reading “$52,966.79 | Reflecting on Portfolio Strategy”

$197,184 | July Net Worth Update

Hey guys, I’ve got another net worth update for you. If you’re interested in my previous net worth posts, I’ve shared them below: March 2021: $162,239 April 2021: $181,250 May 2021: $183,791 June 2021: $190,804 July 2021: $197,184 One thing to note about the graph – it may look a little different this month. IContinue reading “$197,184 | July Net Worth Update”

Stock Snippets | Intel (INTC)

Hey guys. I’m bringing you the first in a series where I plan to review stocks in depth talk about why I’m bullish or bearish on certain companies. Voila, the stock snippets series is born! Before we get started, I want to share a disclaimer. I am not a financial advisor, and this content isContinue reading “Stock Snippets | Intel (INTC)”