$214,133 | May 2022 Net Worth Update

Hey guys – I’m back – a bit late with my May net worth update. With good reason – there’s not too much to be excited about in the markets right now. This month, I’ve weathered my largest net worth decline since I started tracking my net worth. Let’s take a look at the numbers:Continue reading “$214,133 | May 2022 Net Worth Update”

$238,798 | April 2022 Net Worth Update

Hey everyone, I’m back with some good news this month. This month’s net worth update will officially be my highest net worth that I’ve ever shared with you. The market rebounded close to its all-time highs and my net worth has eclipsed my own all-time highs, largely driven by my investments. This stretch from NovemberContinue reading “$238,798 | April 2022 Net Worth Update”

$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”