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”
Category Archives: Roth IRA Portfolio
$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”
$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”
$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?”
$49,095.39 | Best and Worst Performing Stocks
Hey guys, Checking back in with another portfolio update. In the last few weeks we’ve seen continued rotation from growth stocks to value and cyclical stocks as the interest When I started this portfolio, I made a commitment to hold my investment choices for at least one year. This means holding the same portfolio throughContinue reading “$49,095.39 | Best and Worst Performing Stocks”
$48,560.37 | The Rotation is Real
Hey guys, Coming back at you after a week of market ups and downs. It seems the rapid rise in bond yields in anticipation of stimulus and rising interest rates is causing the market to continue its shift into more value oriented stocks. I have a good portion of my Growth + High Yield sliceContinue reading “$48,560.37 | The Rotation is Real”
$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”
Roth and Roll Finance 