$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”

$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”

$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”

How to earn an easy $115 in 30 minutes

Hey guys, Over the past few years I’ve spent a lot of time trying to figure out how to best make a few extra bucks here and there. The finance junkie in me motivates me to take advantage of apps that help make me extra money with little effort and to take advantage of referralContinue reading “How to earn an easy $115 in 30 minutes”

$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”

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”