rothandrollfinance

$53,521.99 | Growth + High Yield

Hey guys, It’s time to reveal my 2022 Roth IRA portfolio! I’ve got a reveal of my first portfolio slice, as well as my portfolio’s overall performance vs. the S&P 500 so far this year. My strategy this year is similar but not exactly the same as last year. This year, I’ve made a commitmentContinue reading “$53,521.99 | Growth + High Yield”

The Power of Compound Interest | Early Paycheck

Hey guys, I had a thought experiment this week that I waned to try out on compound interest. To start, I want to set the table on compound interest. If you’re reading this, you may have heard many fun examples illustrating just how ridiculously large compounded interest can be. Large in a way that doesn’tContinue reading “The Power of Compound Interest | Early Paycheck”

$56,210.80 | Final 2021 Roth IRA Portfolio Review

Hey guys! The time has come – it’s time to review my Roth IRA portfolio’s performance this year. We came so close to beating the market didn’t we? Let’s digest my results. Total share price appreciation as of Jan. 5th: S&P 500 from January 4th, 2021 – January 5th, 2022: +27.03% ((430.66-339.03) / 339.03) xContinue reading “$56,210.80 | Final 2021 Roth IRA Portfolio Review”

$234,429.64 | January 2022 Net Worth Update

Hey guys, It’s been a pretty interesting month to close out the year. Stocks have continued to go up and the S&P 500 ended the year up around 27%. My net worth has gone up pretty significantly this year as well. As of the new year, my net worth is the highest it’s ever beenContinue reading “$234,429.64 | January 2022 Net Worth Update”

2021 Total Side Hustle Earnings

Hey guys, Like any good finance blogger, I’ve taken up a few side hustles this year to earn some extra income – I’ve tallied my earnings for the year and am pretty happy with what I earned! My most profitable side-hustle by far is Redbubble. I haven’t talked about it much on this blog, butContinue reading “2021 Total Side Hustle Earnings”

$57,282.19 | Arghh ARKK

Hey guys, As the year comes to an end I find myself reflecting a lot on my portfolio’s strategy and opportunities for improvement. Let’s take a look at my portfolio as of today, and compare my overall returns including dividends to the S&P 500. Total share price appreciation S&P 500 from January 4th – DecemberContinue reading “$57,282.19 | Arghh ARKK”

$55,747.58 | Total returns vs. market

Hey guys, I’m back for another near end-of-year Roth IRA update. Last update, I showed you how my portfolio took a huge dip versus the market and discussed how I thought it was unlikely I would beat the index this year. In case you need a reminder, here’s a picture of my portfolio’s performance vs.Continue reading “$55,747.58 | Total returns vs. market”

$55,805.24 | The Index is Unforgiving

Hey guys! It’s been a while since I posted an update to my Roth IRA portfolio – so I want to make sure I’m showing you progress as we wind down the year. The last month has been the worst month relative to the S&P 500 since I started tracking my portfolio. I went fromContinue reading “$55,805.24 | The Index is Unforgiving”

$229,413 | December Net Worth Update

Hey guys – I’m a bit late with my post this month, but I want to make sure I update you on my net worth in December. Spoiler: It’s pretty much same as last month, but it did decrease. My net worth in December fell about $1,500 from November – which is a big differenceContinue reading “$229,413 | December Net Worth Update”

$56,911.88 | My take on the metaverse

Hey guys! It’s been a few weeks since my last Roth IRA portfolio update, so I want to share my progress as we hit the home stretch for the year. My balance stands at around $57,000 – just short of its all-time highs. I got really close to beating the market for my last update,Continue reading “$56,911.88 | My take on the metaverse”