Hey guys, It’s been almost two months since I’ve written a portfolio update for my Roth IRA. Admittedly, the downturn in the market has made it a bit less exciting to give portfolio updates. However, I’m here to update you guys to show you what my portfolio has done in the last few months. IContinue reading “$51,964.24 | Roth IRA Update”
Category Archives: Roth IRA Portfolio
$55,118.98 | Stable Yield
Hey guys, I’m back for another Roth IRA portfolio update, and also to share this year’s holdings of another one of my portfolio slices, my Stable Yield portfolio slice. First, let’s take a look at my overall portfolio balance. I’m up a bit since the last Roth IRA Portfolio update, as is the overall market.Continue reading “$55,118.98 | Stable Yield”
$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”
$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”
$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”
$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”
$56,994.87 | Financial Tokenism
Hey guys, I’m back in action with a November edition of my Roth IRA update! Here’s a snapshot from after market close today. It’s been a few weeks since I last shared an update and there’s one topic that I really want to talk about. In the last few weeks, I’ve read numerous stories aboutContinue reading “$56,994.87 | Financial Tokenism”
$53,276.22 | Rising Yields
Hey guys! I have another Roth IRA portfolio update for you. If you’ve been reading my series for 2021, you may know that my portfolio is a bit overweight financials this year – so I’m counting on rising interest rates to help me outperform the overall market. Spoiler alert: interest rates have been rising quicklyContinue reading “$53,276.22 | Rising Yields”
Roth and Roll Finance 