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”
Tag Archives: beat the market
$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”
$206,686 | October Net Worth Update
Hey guys, I bring you a first since I started writing this blog. My month-to-month net worth actually declined for the first time. In last month’s update, I share As humans, we naturally try to justify circumstances and behavior that may be perceived as bad. How am I justifying the positivity this one? I’m comfortedContinue reading “$206,686 | October Net Worth Update”
$54,100.99 | Big Blog Energy
Hey guys! It’s been a while since I gave a Roth IRA portfolio update, but I’m back to share progress today. Forgive me, I just got back from a relaxing honeymoon. I feel refreshed and ready to get back in action. Routine bores me, and getting away from my professional work lately to focus onContinue reading “$54,100.99 | Big Blog Energy”
$54,947.72 | Preparing for Next Year
Hey guys, Coming back at ya today with another portfolio update. The market has been wonderful lately – there seems to be no top in sight with the S&P rising almost another percentage point today. My Roth IRA is no exception! I’m pushing $55,000 for the first time all year. Let’s see how my portfolioContinue reading “$54,947.72 | Preparing for Next Year”
$54,125.61 | All-Time Highs
Hey guys, I’m back in action! My wedding was last weekend and I’ve been SO busy with wedding planning, the wedding itself and all of the thing we need to do after. I’m not writing to you on our honeymoon, but we’ve got a week set aside for a break in mid-September. I’m happy toContinue reading “$54,125.61 | All-Time Highs”
$52,966.79 | Reflecting on Portfolio Strategy
Hey guys! I bring you some good news – my Roth IRA account balance is the highest that it’s ever been. The market has been on an absolute tear lately, and my overall holdings have jumped to almost $53,000. So what does this mean for my portfolio vs. how the market is doing? Let’s takeContinue reading “$52,966.79 | Reflecting on Portfolio Strategy”
$52,130.10 | New tool to analyze stocks
I wanted to share an investment analysis website that I stumbled across today. Financial information is hard to synthesize in a simple way – and this site is immediately going into my tool kit as one to use to understand a business quickly. The website is https://hypercharts.co/ The site does not provide information for allContinue reading “$52,130.10 | New tool to analyze stocks”
$51,345.01 | ESG investing is the future
I read an article on CNBC recently about Millennial wealth that got me thinking about my long-term personal investment strategy. The article talked about Millennial wealth, how my generation is behind the baby-boomer wealth-building curve and how Millennials have paved the way for focus on sustainable investing. The chart they displayed in the article illustratesContinue reading “$51,345.01 | ESG investing is the future”
$52,819.93 | Portfolio HODLing
Hey guys, Another day another dollar. Over the last few weeks the market just continues to tread ever so slowly upwards. I find myself constantly worrying about the market tanking, but logging on to my account to find that my investments continue to go up. I’m sure this sentiment is shared amongst a lot ofContinue reading “$52,819.93 | Portfolio HODLing”
Roth and Roll Finance 