rothandrollfinance

$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”

Credit Card Hacking Simplified

Hey guys! Today, I want to talk about credit card hacking. You’ve probably heard stories of people who are so good at credit card points that they fund vacations with only credit card points. This can be intimidating for a lot of people, including myself, because it’s a ton of work to search for theContinue reading “Credit Card Hacking Simplified”

$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)”

$52,130.10 | New tool to analyze stocks

I wanted to share an investment analysis website that I stumbled across today. Financial information is hard to synthesize in a simple way – and this site is immediately going into my tool kit as one to use to understand a business quickly. The website is https://hypercharts.co/ The site does not provide information for allContinue reading “$52,130.10 | New tool to analyze stocks”

$51,345.01 | ESG investing is the future

I read an article on CNBC recently about Millennial wealth that got me thinking about my long-term personal investment strategy. The article talked about Millennial wealth, how my generation is behind the baby-boomer wealth-building curve and how Millennials have paved the way for focus on sustainable investing. The chart they displayed in the article illustratesContinue reading “$51,345.01 | ESG investing is the future”

The BEST app to scan receipts | Amazon Shopper Panel

Hey guys, If you’ve been following the side hustle portion of my blog, you know that I made a post promoting the receipt apps that I use to make a little extra money – and how much money I expect to make from them each year. Take a look at my post about the receiptContinue reading “The BEST app to scan receipts | Amazon Shopper Panel”

$52,819.93 | Portfolio HODLing

Hey guys, Another day another dollar. Over the last few weeks the market just continues to tread ever so slowly upwards. I find myself constantly worrying about the market tanking, but logging on to my account to find that my investments continue to go up. I’m sure this sentiment is shared amongst a lot ofContinue reading “$52,819.93 | Portfolio HODLing”