$212,956.29 | September Net Worth Update

Hey guys! I’ve got another monthly net worth update for you. Spoiler: I’ve broken the $200k mark for the first time! Let’s take a look at my monthly net worth status updates since I started writing about it in March. March 2021: $162,239 April 2021: $181,250 May 2021: $183,791 June 2021: $190,804 July 2021: $197,184Continue reading “$212,956.29 | September Net Worth Update”

$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”

$199,983 | August Net Worth Update

What’s up guys! I’ve got another monthly net worth update for you. Despite my best efforts this month, my net worth actually went up again (haha). Check out my previous monthly net worth posts if you’d like to learn more about my journey. March 2021: $162,239 April 2021: $181,250 May 2021: $183,791 June 2021: $190,804Continue reading “$199,983 | August Net Worth Update”

$53,203.01 | Opportunity Cost

Hey guys! I’ve got a Roth IRA portfolio update for you. It’s been a few weeks since I’ve posted, but that doesn’t mean I haven’t obsessively checked my portfolio every day for the last two weeks. Finance nerd problems.. My portfolio has lagged the market and I’m still a little behind, but I’ve got untilContinue reading “$53,203.01 | Opportunity Cost”

$52,393.67 | Envision the Future

Hey guys. I’ve got another Roth IRA portfolio update. The last few weeks have been a bit rough for my portfolio compared to the market. I’ve got an overweight position in financials, and my financial stocks have underperformed the S&P because of the macro environment of bond yields remaining low. Banks earn a lot ofContinue reading “$52,393.67 | Envision the Future”

$197,184 | July Net Worth Update

Hey guys, I’ve got another net worth update for you. If you’re interested in my previous net worth posts, I’ve shared them below: March 2021: $162,239 April 2021: $181,250 May 2021: $183,791 June 2021: $190,804 July 2021: $197,184 One thing to note about the graph – it may look a little different this month. IContinue reading “$197,184 | July Net Worth Update”

$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”

$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”