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”
Tag Archives: finance blog
$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”
Roth and Roll Finance 