rothandrollfinance

2021 Income Reveal | How much I make from my W-2 job

Hey guys – To date, I’ve created over 25 posts so far covering topics ranging from my net worth and Roth IRA portfolio to the best apps to use to get some extra money scanning receipts. However, I realize that one portion of my money situation has been a mystery to my readers: my income.Continue reading “2021 Income Reveal | How much I make from my W-2 job”

$52,427.48 | On the up and up

Hey guys! I’ve got another portfolio update for you today. I’ve been excited about the portfolio lately, as we’ve posted a few big gains versus the market this week, including today. Today, my portfolio rose by .49%, compared to the S&P 500 which dropped by .09%. This outperformance came on the back of my REITContinue reading “$52,427.48 | On the up and up”

$190,804 | June 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 June 2021 Net Worth: $190,804 (+$7,013) Cash: $17,316.59 (+$2,879.66) Checking Account: $4,523.50 High-Yield Savings Account: $12,793.09 Investments: $162,456.19 (+$5,375.55) WorkContinue reading “$190,804 | June Net Worth Update”

$51,783.17 | Tracking my Performance

Hey guys, I’m back in action with another portfolio update this week. The market continues to slowly climb up on the heels of stimulus money and companies with strong price to earnings ratios. The economy seems to be humming, and the stock market reflects that optimism. Over the last couple of weeks, the financial newsContinue reading “$51,783.17 | Tracking my Performance”

$50,660.41 | Thoughts on FIRE

Hey guys! Sorry I haven’t shared a portfolio update in a while, it’s been a busy last few weeks. Among other things, one thing my spouse and I dealt with was putting down one of our beloved dog family members. For those of you who aren’t attached to animals, this may not seem like aContinue reading “$50,660.41 | Thoughts on FIRE”

$183,791 | May Net Worth Update

Hey guys, I’m bringing you another monthly net worth update, happy May! March 2021: $162,239 April 2021: $181,250 May 2021: $183,791 A few things happened this month that make the numbers seem weird. I was able to automatically sync a bank account to my Personal Capital account for the first time which threw the netContinue reading “$183,791 | May Net Worth Update”

$51,592.27 | REIT Performance

Hey guys, Today I’m going to explore the performance of the REIT slice in my Roth IRA. One of the consistent growth drivers since I formed this portfolio have been my REITs. Over the last three months, REITs have been the highest performing portion of my portfolio and the second best performing portion since inceptionContinue reading “$51,592.27 | REIT Performance”

Gas Purchase – Finance Nerd Style

Hey guys, I try to share tips and tricks to save you money and I thought it would be cool to use an example from a recent gas purchase about how to make your dollar go further. A few weeks ago, I took a trip back home to see my family. It’s about a sixContinue reading “Gas Purchase – Finance Nerd Style”

$50,762.03 | Now What?

Hey guys, I am writing to you today as my Roth IRA portfolio reaches near its highest value ever. I’ve eclipsed the 50k mark and the market doesn’t seem to want to slow down. This week, I’ve found myself getting really into the financial and investment banking sector. I’ve watched the movie Margin Call atContinue reading “$50,762.03 | Now What?”

$181,250 | April Net Worth Update

Hey guys, As part of my net worth series – I plan to keep you guys in the loop with monthly updates. I had a really good moth as you can see below, my net worth is up almost 20k! March 2021: $162,239 April 2021: $181,250 When looking at the numbers, I’m surprised that myContinue reading “$181,250 | April Net Worth Update”