$47,616.22 | Tech Stocks Getting Crushed

Hey guys, Back with another update on my Roth IRA portfolio. Overall, my portfolio has still been tracking well with the S&P 500. Although my Moonshot Growth portfolio slice has fallen off a cliff lately, my REIT slice and a lot of the financial stocks in my Growth + High Yield slice have kept meContinue reading “$47,616.22 | Tech Stocks Getting Crushed”

$49,411.61 | 2021 Roth IRA Performance

Hey guys, It’s been a while since I gave an update on my Roth IRA portfolio. If you’ve been following my posts so far, you know that I’m trying to outperform the S&P 500 with my Roth RIA in M1 Finance. A few weeks ago, I did a 2020 portfolio performance review and found outContinue reading “$49,411.61 | 2021 Roth IRA Performance”

$47,533.92 | The Value of Defensive Stocks

Hey guys, Today was a tough day for most investors… Unless you invested in GameStop. If you did then make sure you realize some gains now! Here’s where I’m at so far. For the rest of the market, we didn’t do so hot. The S&P 500 ended the day down 2.43% as most industries andContinue reading “$47,533.92 | The Value of Defensive Stocks”

$48,121.76 | REIT Holdings Overview

Hey guys, I’m checking back in today for an overall portfolio update, as well as giving you insight into the REIT section of my portfolio. My portfolio has done pretty well so far in 2020. The market seems to be bullish on possible additional stimulus, continued low interest rates and the Federal Reserve’s commitment toContinue reading “$48,121.76 | REIT Holdings Overview”

$47,367.66 | 2020 Portfolio Performance

Hey guys! It’s been a while since I posted, but I wanted to update you on my portfolio’s progress. If you’ve been following my blog so far, you know that I moved my investments into a Roth IRA portfolio constructed of individual stocks in early November of 2020. My goal is to lock in aContinue reading “$47,367.66 | 2020 Portfolio Performance”

$39,494.18 | Moonshot Growth Overview

It’s been a few weeks since I updated you on my portfolio. The good news – my Roth IRA has grown in value by over $2,000 in the last few weeks! The S&P 500, DJIA and Nasdaq have all hit all-time highs within the last few weeks and my investments have also rode the waveContinue reading “$39,494.18 | Moonshot Growth Overview”

$37,313.48 | Stable Yield Overview

Hey guys! Time for another portfolio update and further explaining my holdings and why I picked them. It’s been just under two weeks since I started my Product Life-Cycle portfolio and I’m still beating the market. Perhaps it’s beginner’s luck, but we’ll see if it continues. My investment in financials and covid recovery stocks continueContinue reading “$37,313.48 | Stable Yield Overview”

$36,974.67 | Growth + High Yield Overview

Well, off to a good start I suppose? One week into my product life-cycle portfolio, I am beating the S&P 500. I shouldn’t be too excited yet, but I can’t help but be a little excited. My strategy to invest in post-vaccine and stocks that will benefit from economic recovery seemed to pay off thisContinue reading “$36,974.67 | Growth + High Yield Overview”

The Roth and Roll Manifesto | My Portfolio Strategy

I am trying to do the unthinkable. The improbable. The absurd. My goal? I am trying to beat annihilate the S&P 500 with an actively managed portfolio. Background: Hi! I am a millennial investor who is interested in dividend investing, FIRE, side hustles, and just about everything finance. I work in the healthcare industry inContinue reading “The Roth and Roll Manifesto | My Portfolio Strategy”